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 & CO6+ years Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 83RD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $124,781 |
RANDALL & HURLEY, INC.3 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BOULEVARD · HELENA, MT 59601 | Recordkeeping | $47,796 |
EIDE BAILLY LLP6+ years Service code 10 · EIN 45-0250958 401 N 31ST STREET SUITE 1120 · BILLINGS, MT 591037112 | Accounting | $10,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,066 | $56,095-26.8% | $178,510-77.0% | $90,274-54.5% |
| Participation rate | 96.9% | 65.6%+31.4pp | 81.9%+15.0pp | 73.4%+23.6pp |
| Annual return | 15.99% | 28.81%-12.8pp | 151.13%-135.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $4,260 | $1,572+170.9% | $5,011-15.0% | $2,523+68.8% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $99 | $101-1.3% | $13,988-99.3% | $114-12.9% |