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 & CO8+ years Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 83RD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $113,313 |
RANDALL & HURLEY, INC.5 years Service code 15 · EIN 91-1661080 828 GREAT NORTHERN BOULEVARD · HELENA, MT 59601 | Recordkeeping | $56,753 |
EIDE BAILLY LLP8+ years Service code 10 · EIN 45-0250958 401 N 31ST STREET SUITE 1120 · BILLINGS, MT 591037112 | Accounting | $13,150 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 1300 CLINTON SQUARE · ROCHESTER, NY 14604 | Legal | $8,764 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,814 | $45,000-20.4% | $143,801-75.1% | $77,906-54.0% |
| Participation rate | 96.1% | 66.8%+29.2pp | 80.3%+15.7pp | 73.7%+22.4pp |
| Annual return | -12.67% | 29.03%-41.7pp | -0.04%-12.6pp | 12.16%-24.8pp |
| Employer contribution / active EE | $4,936 | $1,870+164.0% | $4,952-0.3% | $2,846+73.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $96 | $98-2.2% | $14,680-99.3% | $133-27.4% |