Filed August 14, 2007 (most recent of 3 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 |
|---|---|---|
DA DAVIDSON & CO3+ years Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 83RD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $118,660 |
EMPLOYEE BENEFIT RESOURCES, INC.3+ years Filed as: EMPLOYEE BENEFIT RESOURCES INC Service code 15 · EIN 45-3983343 828 GREAT NORTHERN BOULEVARD · HELENA, MT 59601 | Recordkeeping | $36,361 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 401 N 31ST STREET SUITE 1120 · BILLINGS, MT 591037112 | Accounting | $9,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,170 | $44,989-24.0% | $170,435-80.0% | $77,958-56.2% |
| Participation rate | 96.9% | 64.6%+32.3pp | 83.6%+13.3pp | 71.6%+25.3pp |
| Annual return | 15.57% | 19.61%-4.0pp | 205.94%-190.4pp | 20.87%-5.3pp |
| Employer contribution / active EE | $3,553 | $1,466+142.4% | $5,432-34.6% | $2,310+53.8% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $104 | $69+50.4% | $13,881-99.3% | $97+6.5% |