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 |
|---|---|---|
RANDALL & HURLEY, INC.1 year Service code 13 · EIN 91-1661080 828 GREAT NORTHEN BOULEVARD · HELENA, MT 59601 | Contract Administrator | $8,492 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,831 |
RANDY SILHAN, CPA, CFE4+ years Filed as: RANDY SIMKINS Service code 55 ROYAL ALLIANCE · BUTTE, MT 59701 | Other Commissions | $0 |
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 | $34,788 | $56,443-38.4% | $83,831-58.5% | $55,725-37.6% |
| Participation rate | 86.2% | 72.0%+14.2pp | 76.1%+10.1pp | 70.9%+15.3pp |
| Annual return | -4.03% | 393.67%-397.7pp | 850.99%-855.0pp | 244.93%-249.0pp |
| Employer contribution / active EE | $875 | $2,682-67.4% | $3,631-75.9% | $2,078-57.9% |
| Participant deferral / active EE | $3,084 | $2,965+4.0% | $4,082-24.5% | $3,356-8.1% |
| Admin fee / account holder | $67 | $156-57.2% | $5,479-98.8% | $115-42.0% |