Filed June 8, 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 |
|---|---|---|
DOUGLAS WILSON & CO.1+ years Service code 10 · EIN 81-0446334 1000 1ST AVE SOUTH · GREAT FALLS, MT 59401 | Accounting | $13,815 |
EMPLOYEE BENEFIT RESOURCES, INC.1+ years Service code 13 · EIN 45-3983343 828 GREAT NORTHEN BOULEVARD · HELENA, MT 59601 | Contract Administrator | $8,998 |
RANDY SILHAN, CPA, CFE1+ years Filed as: RANDY SIMKINS Service code 55 ROYAL ALLIANCE · BUTTE, MT 59701 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,047 | $50,498-50.4% | $75,784-66.9% | $55,191-54.6% |
| Participation rate | 89.7% | 69.4%+20.2pp | 75.8%+13.8pp | 69.2%+20.5pp |
| Annual return | -1.35% | 1.80%-3.1pp | 9.68%-11.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $1,638 | $2,291-28.5% | $3,323-50.7% | $1,899-13.7% |
| Participant deferral / active EE | $2,111 | $2,589-18.5% | $3,652-42.2% | $3,046-30.7% |
| Admin fee / account holder | $66 | $123-46.7% | $5,300-98.8% | $91-27.8% |