Filed March 21, 2005
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.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $308,974 |
US BANK2 years Filed as: GLACIER BANCORP, INC. Service code 10 · EIN 91-0189318 | Accounting | $12,075 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$7,255 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,030 | $118,337-6.2% | $189,534-41.4% | $93,010+19.4% |
| Participation rate | 98.9% | 89.1%+9.8pp | 87.8%+11.1pp | 73.9%+25.0pp |
| Annual return | 19.71% | 21.77%-2.1pp | 555.39%-535.7pp | 158.70%-139.0pp |
| Employer contribution / active EE | $8,461 | $4,204+101.3% | $6,162+37.3% | $2,705+212.8% |
| Participant deferral / active EE | $5,343 | $7,123-25.0% | $8,220-35.0% | $4,561+17.1% |
| Admin fee / account holder | $72 | $100-27.9% | $12,049-99.4% | $152-52.6% |