Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1 year Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $6,795 |
RANDALL & HURLEY, INC.1 year Filed as: RANDALL & HURLEY INC Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $5,905 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,555 | $61,172-50.1% | $185,851-83.6% | $79,389-61.5% |
| Participation rate | 68.8% | 66.6%+2.1pp | 81.7%-13.0pp | 70.7%-2.0pp |
| Annual return | 27.67% | 19.45%+8.2pp | 122.11%-94.4pp | 116.89%-89.2pp |
| Employer contribution / active EE | $1,170 | $2,321-49.6% | $5,168-77.4% | $2,428-51.8% |
| Participant deferral / active EE | $1,801 | $2,788-35.4% | $5,569-67.7% | $4,046-55.5% |
| Admin fee / account holder | $64 | $710-91.1% | $16,245-99.6% | $626-89.9% |