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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 13 | Contract Administrator | $47,514 |
Filed as: DOUGLAS WILSON AND COMPANY PC Service code 10 P.O. BOX 2845 · GREAT FALLS, MT 59403 | Accounting | $14,850 |
RANDALL & HURLEY, INC.3 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $13,100 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,606 |
ADVISOR RESOURCE COUNCIL1 year Filed as: ADVISOR ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,567 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
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 | $47,617 | $91,517-48.0% | $101,275-53.0% | $73,412-35.1% |
| Participation rate | 88.6% | 73.8%+14.9pp | 75.8%+12.8pp | 72.2%+16.5pp |
| Annual return | 12.18% | 17.17%-5.0pp | 46.48%-34.3pp | 59.30%-47.1pp |
| Employer contribution / active EE | $2,007 | $2,877-30.2% | $3,660-45.2% | $2,234-10.2% |
| Participant deferral / active EE | $3,745 | $3,338+12.2% | $4,371-14.3% | $3,806-1.6% |
| Admin fee / account holder | $27 | $216-87.5% | $5,948-99.5% | $158-82.9% |