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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 26 100 RAILROAD STREET W · MISSOULA, MT 59802 | Advisory (Participants) | $46,368 |
Filed as: S. G. LONG AND COMPANY Service code 26 283 W FRONT STREET · MISSOULA, MT 59802 | Advisory (Participants) | $22,007 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $19,517 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST COMPANY Service code 19 1100 N MARKET ST · WILMINGTON, DE 19890 | Securities Custodian | $2,137 |
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 | $0 | $46,732-100.0% | $156,551-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 84.0%-84.0pp | 69.0%-69.0pp |
| Annual return | 6.19% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $6,802 | $2,105+223.1% | $5,501+23.6% | $1,963+246.6% |
| Participant deferral / active EE | $2,880 | $2,204+30.7% | $4,871-40.9% | $3,054-5.7% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |