Filed October 18, 2004
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 & CO2 years Filed as: DA DAVIDSON Service code 26 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Advisory (Participants) | $27,391 |
TRAUTMANN MAHER & ASSOCIATES2 years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 15130 MAIN STREET, SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $11,202 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,392 | $64,909+104.0% | $82,312+60.8% | $62,293+112.5% |
| Participation rate | 78.6% | 74.9%+3.7pp | 76.9%+1.7pp | 69.5%+9.1pp |
| Annual return | 19.86% | 21.18%-1.3pp | 25.88%-6.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,160 | $1,676+28.9% | $2,428-11.1% | $2,042+5.8% |
| Participant deferral / active EE | $3,985 | $3,103+28.4% | $3,706+7.5% | $3,169+25.7% |
| Admin fee / account holder | $324 | $440-26.2% | $5,608-94.2% | $479-32.3% |