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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO2 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $8,330 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL & HURLEY INC Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $5,116 |
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 | $32,970 | $65,125-49.4% | $143,797-77.1% | $66,949-50.8% |
| Participation rate | 66.7% | 65.2%+1.5pp | 80.3%-13.7pp | 69.8%-3.2pp |
| Annual return | -14.93% | -11.13%-3.8pp | -0.04%-14.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $1,341 | $2,362-43.3% | $4,952-72.9% | $2,545-47.3% |
| Participant deferral / active EE | $2,112 | $2,920-27.7% | $5,638-62.5% | $4,239-50.2% |
| Admin fee / account holder | $107 | $503-78.7% | $14,679-99.3% | $594-81.9% |