Filed January 13, 2016 (most recent of 3 filings on file)
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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 26 SUMMIT FINANCIAL ADVISORS · BUTTE, MT 59701 | Advisory (Participants) | $82,215 |
EMPLOYEE BENEFIT RESOURCES, INC.1+ years Filed as: EMPLOYEE BENEFIT RESOURCES, INC Service code 15 · EIN 45-3983343 828 GREAT NORTHERN BOULEVARD · HELENA, MT 59624 | Recordkeeping | $11,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,015 | $75,183+94.2% | $123,894+17.9% | $55,167+164.7% |
| Participation rate | 92.1% | 72.8%+19.3pp | 81.4%+10.7pp | 69.0%+23.1pp |
| Annual return | 9.98% | 19.01%-9.0pp | 47.52%-37.5pp | 169.23%-159.3pp |
| Employer contribution / active EE | $2,914 | $2,823+3.2% | $4,617-36.9% | $1,963+48.5% |
| Participant deferral / active EE | $5,531 | $5,084+8.8% | $5,984-7.6% | $3,054+81.1% |
| Admin fee / account holder | $343 | $663-48.3% | $8,357-95.9% | $504-32.0% |