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 INC5+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 SUMMIT FINANCIAL ADVISORS · BUTTE, MT 59701 | Advisory (Plan) | $88,875 |
RANDALL & HURLEY, INC.2 years Service code 13 · EIN 91-1661080 828 GREAT NORTHERN BOULEVARD · HELENA, MT 59624 | Contract Administrator | $4,100 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,988 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $518 |
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 | $163,702 | $99,957+63.8% | $149,696+9.4% | $73,488+122.8% |
| Participation rate | 92.0% | 75.7%+16.3pp | 82.5%+9.6pp | 70.7%+21.4pp |
| Annual return | 11.11% | 53.87%-42.8pp | 276.60%-265.5pp | 28.51%-17.4pp |
| Employer contribution / active EE | $2,813 | $3,191-11.8% | $4,644-39.4% | $2,270+23.9% |
| Participant deferral / active EE | $6,453 | $6,073+6.3% | $6,842-5.7% | $3,740+72.6% |
| Admin fee / account holder | $296 | $551-46.2% | $9,309-96.8% | $513-42.3% |