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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO3 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $8,360 |
RANDALL & HURLEY, INC.3 years Filed as: RANDALL & HURLEY INC Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $6,026 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,589 | $61,391-46.9% | $149,723-78.2% | $71,529-54.4% |
| Participation rate | 80.8% | 62.5%+18.3pp | 78.8%+2.0pp | 67.9%+12.8pp |
| Annual return | 11.65% | 35.88%-24.2pp | 134.50%-122.8pp | 28.97%-17.3pp |
| Employer contribution / active EE | $1,810 | $2,384-24.1% | $4,821-62.5% | $2,590-30.1% |
| Participant deferral / active EE | $2,672 | $2,921-8.5% | $5,682-53.0% | $4,291-37.7% |
| Admin fee / account holder | $43 | $1,264-96.6% | $13,215-99.7% | $1,588-97.3% |