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 | $362,524 |
DA DAVIDSON & CO3 years Filed as: DA DAVIDSON Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $125,000 |
BKD, LLP4+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $13,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,105 | $37,884+129.9% | $79,472+9.6% | $75,289+15.7% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.3%+23.6pp | 72.4%+24.5pp |
| Annual return | -5.57% | 1.06%-6.6pp | 718.32%-723.9pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,913 | $1,680+13.9% | $2,801-31.7% | $2,405-20.4% |
| Participant deferral / active EE | $5,565 | $2,569+116.6% | $3,704+50.2% | $3,739+48.8% |
| Admin fee / account holder | $212 | $77+177.1% | $5,104-95.8% | $102+107.4% |