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 Service code 15 · EIN 01-0233346 | Recordkeeping | $390,577 |
DA DAVIDSON & CO8 years Filed as: DA DAVIDSON Service code 27 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $90,000 |
FORVIS, LLP2 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $15,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $597,178 | $52,960+1027.6% | $86,681+588.9% | $80,187+644.7% |
| Participation rate | 0.0% | 62.4%-62.4pp | 71.7%-71.7pp | 72.9%-72.9pp |
| Annual return | 20.79% | 24.84%-4.1pp | 593.32%-572.5pp | 40.40%-19.6pp |
| Employer contribution / active EE | $2,438 | $2,138+14.0% | $3,026-19.4% | $2,980-18.2% |
| Participant deferral / active EE | $7,419 | $3,226+130.0% | $4,440+67.1% | $5,016+47.9% |
| Admin fee / account holder | $762 | $113+573.6% | $5,620-86.4% | $145+425.6% |