Filed October 18, 2004 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $338,245 |
DA DAVIDSON & CO9 years Filed as: DA DAVIDSON Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $90,000 |
FORVIS, LLP3 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $16,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,035 | $55,694+129.9% | $81,844+56.4% | $199,960-36.0% |
| Participation rate | 98.4% | 62.7%+35.8pp | 72.4%+26.0pp | 72.0%+26.4pp |
| Annual return | 16.04% | 19.59%-3.6pp | 778.87%-762.8pp | 34.28%-18.2pp |
| Employer contribution / active EE | $2,293 | $2,114+8.4% | $2,916-21.4% | $3,036-24.5% |
| Participant deferral / active EE | $7,599 | $3,299+130.4% | $4,323+75.8% | $5,087+49.4% |
| Admin fee / account holder | $128 | $348-63.3% | $7,355-98.3% | $269-52.6% |