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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC4+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 SUMMIT FINANCIAL ADVISORS · BUTTE, MT 59701 | Advisory (Plan) | $77,203 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,573 |
RANDALL & HURLEY, INC.1 year Service code 13 · EIN 91-1661080 828 GREAT NORTHERN BOULEVARD · HELENA, MT 59624 | Contract Administrator | $3,650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,611 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,159 | $89,652+101.0% | $141,191+27.6% | $65,185+176.4% |
| Participation rate | 93.6% | 74.7%+18.9pp | 82.5%+11.1pp | 70.2%+23.4pp |
| Annual return | 4.81% | 32.79%-28.0pp | 71.41%-66.6pp | 29.38%-24.6pp |
| Employer contribution / active EE | $2,855 | $3,065-6.8% | $4,736-39.7% | $2,177+31.2% |
| Participant deferral / active EE | $6,550 | $5,691+15.1% | $6,710-2.4% | $3,514+86.4% |
| Admin fee / account holder | $220 | $569-61.3% | $10,264-97.9% | $847-74.0% |