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 JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $50,965 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $30,204 |
BIG SKY RETIREMENT INC1 year Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $16,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,474 | $46,332+43.5% | $143,797-53.8% | $64,824+2.5% |
| Participation rate | 52.5% | 64.2%-11.8pp | 80.3%-27.8pp | 71.5%-19.0pp |
| Annual return | -14.63% | -10.05%-4.6pp | -0.04%-14.6pp | 32.84%-47.5pp |
| Employer contribution / active EE | $1,203 | $1,911-37.0% | $4,952-75.7% | $2,507-52.0% |
| Participant deferral / active EE | $2,988 | $2,647+12.9% | $5,638-47.0% | $4,311-30.7% |
| Admin fee / account holder | $267 | $154+73.4% | $14,679-98.2% | $188+42.0% |