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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & CO. Service code 27 8 THIRD ST. NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $7,056 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $525 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $2,969 | $37,196-92.0% | $154,114-98.1% | $55,725-94.7% |
| Participation rate | 91.2% | 64.1%+27.2pp | 83.0%+8.2pp | 70.9%+20.4pp |
| Annual return | -10.61% | 1319.68%-1330.3pp | 735.16%-745.8pp | 244.93%-255.5pp |
| Employer contribution / active EE | $826 | $1,614-48.8% | $5,298-84.4% | $2,078-60.2% |
| Participant deferral / active EE | $1,274 | $2,068-38.4% | $5,081-74.9% | $3,356-62.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |