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 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.
The auditor declined to give an opinion. This is 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% | $141,162+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 | 71.39%-66.6pp | 29.38%-24.6pp |
| Employer contribution / active EE | $2,855 | $3,065-6.8% | $4,735-39.7% | $2,177+31.2% |
| Participant deferral / active EE | $6,550 | $5,691+15.1% | $6,709-2.4% | $3,514+86.4% |
| Admin fee / account holder | $220 | $569-61.3% | $10,261-97.9% | $847-74.0% |