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 & CO7+ years Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 83RD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $136,649 |
RANDALL & HURLEY, INC.4 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BOULEVARD · HELENA, MT 59601 | Recordkeeping | $50,702 |
EIDE BAILLY LLP7+ years Service code 10 · EIN 45-0250958 401 N 31ST STREET SUITE 1120 · BILLINGS, MT 591037112 | Accounting | $10,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,787 | $67,512-35.1% | $185,854-76.4% | $93,010-52.9% |
| Participation rate | 97.1% | 67.1%+29.9pp | 81.7%+15.4pp | 73.9%+23.2pp |
| Annual return | 10.37% | 21.04%-10.7pp | 122.12%-111.8pp | 158.70%-148.3pp |
| Employer contribution / active EE | $4,468 | $1,783+150.6% | $5,169-13.6% | $2,705+65.2% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $100 | $318-68.6% | $16,246-99.4% | $152-34.2% |