Filed December 24, 2008 (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 |
|---|---|---|
DA DAVIDSON & CO6 years Filed as: D.A. DAVIDSON & CO. Service code 17 283 W. FRONT ST. · MISSOULA, MT 59802 | Pension Consulting | $21,190 |
JULY BUSINESS SERVICES2 years Service code 12 · EIN 74-2715820 | Claims processing; Participant commun... | $7,924 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,322 | $122,063-36.7% | $184,256-58.0% | $74,478+3.8% |
| Participation rate | 71.5% | 85.5%-14.0pp | 86.8%-15.3pp | 67.2%+4.3pp |
| Annual return | 14.91% | 19.92%-5.0pp | 28.85%-13.9pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $1,899 | $4,539-58.2% | $6,427-70.5% | $2,626-27.7% |
| Participant deferral / active EE | $3,724 | $7,144-47.9% | $9,133-59.2% | $4,350-14.4% |
| Admin fee / account holder | $255 | $1,253-79.6% | $13,899-98.2% | $1,946-86.9% |