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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVC Service code 15 · EIN 01-0233346 | Recordkeeping | $448,379 |
DA DAVIDSON & CO2 years Filed as: DA DAVIDSON Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $125,000 |
BKD, LLP3+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $8,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,231 | $41,256+128.4% | $86,593+8.8% | $77,958+20.9% |
| Participation rate | 97.7% | 63.0%+34.7pp | 73.5%+24.2pp | 71.6%+26.1pp |
| Annual return | 19.27% | 17.67%+1.6pp | 965.08%-945.8pp | 20.87%-1.6pp |
| Employer contribution / active EE | $1,863 | $1,613+15.6% | $2,840-34.4% | $2,310-19.4% |
| Participant deferral / active EE | $5,071 | $2,332+117.4% | $3,609+40.5% | $3,537+43.4% |
| Admin fee / account holder | $230 | $71+224.5% | $4,904-95.3% | $97+135.9% |