Filed August 14, 2009
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 |
|---|---|---|
EDWARD JONES7 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $58,509 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $40,631 |
BIG SKY RETIREMENT INC3 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $9,251 |
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 | $83,958 | $50,919+64.9% | $155,556-46.0% | $77,762+8.0% |
| Participation rate | 50.2% | 63.1%-12.9pp | 78.2%-28.1pp | 70.6%-20.4pp |
| Annual return | 12.37% | 34.84%-22.5pp | 64.84%-52.5pp | 31.27%-18.9pp |
| Employer contribution / active EE | $1,216 | $1,991-38.9% | $4,675-74.0% | $2,728-55.4% |
| Participant deferral / active EE | $2,979 | $2,824+5.5% | $5,631-47.1% | $4,651-35.9% |
| Admin fee / account holder | $284 | $437-35.0% | $15,885-98.2% | $433-34.5% |