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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO2 years Filed as: DA DAVIDSON Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $26,745 |
PINNACLE PENSION SERVICES4+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $8,300 |
LEAVITT CHRISTENSEN & CO PLLC4+ years Filed as: LEAVITT, CHRISTENSEN & CO. Service code 99 · EIN 82-0398216 6149 N. MEEKER PLACE · BOISE, ID 83713 | Other Fees | $7,022 |
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 | $107,016 | $66,302+61.4% | $110,243-2.9% | $56,287+90.1% |
| Participation rate | 99.0% | 74.9%+24.1pp | 79.8%+19.2pp | 69.9%+29.2pp |
| Annual return | -4.46% | -1.18%-3.3pp | 314.76%-319.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $4,593 | $2,047+124.4% | $3,827+20.0% | $2,111+117.6% |
| Participant deferral / active EE | $3,342 | $3,381-1.2% | $4,672-28.5% | $3,350-0.2% |
| Admin fee / account holder | $125 | $698-82.1% | $8,548-98.5% | $521-76.0% |