Filed December 8, 2006 (most recent of 2 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 |
|---|---|---|
DA DAVIDSON & CO7 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $17,007 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,456 | $46,688+57.3% | $189,758-61.3% | $69,733+5.3% |
| Participation rate | 69.4% | 61.7%+7.7pp | 79.8%-10.4pp | 62.5%+7.0pp |
| Annual return | 16.35% | 14.35%+2.0pp | 52.62%-36.3pp | 15.22%+1.1pp |
| Employer contribution / active EE | $2,064 | $1,695+21.8% | $4,767-56.7% | $2,250-8.3% |
| Participant deferral / active EE | $2,766 | $2,143+29.1% | $5,856-52.8% | $3,054-9.4% |
| Admin fee / account holder | $136 | $1,700-92.0% | $20,388-99.3% | $3,102-95.6% |