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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $0 |
LEAVITT CHRISTENSEN & CO PLLC3+ years Filed as: LEAVITT, CHRISTENSEN & CO. Service code 99 · EIN 82-0398216 6149 N. MEEKER PLACE · BOISE, ID 83713 | Other Fees | $0 |
PINNACLE PENSION SERVICES3+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $0 |
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 | $116,363 | $71,192+63.4% | $117,861-1.3% | $62,293+86.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.67% | 18.66%0pp | 335.11%-316.4pp | 28.90%-10.2pp |
| Employer contribution / active EE | $4,162 | $1,934+115.2% | $3,786+9.9% | $2,042+103.8% |
| Participant deferral / active EE | $2,769 | $3,189-13.2% | $4,482-38.2% | $3,169-12.6% |
| Admin fee / account holder | $36 | $587-93.9% | $8,021-99.6% | $479-92.5% |