Filed August 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 26 · EIN 13-3036745 | Advisory (Participants) | $105,662 |
Service code 15 401 NORTH 31ST ST · BILLINGS, MT 59101 | Recordkeeping | $69,257 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,036 | $74,188-25.8% | $115,756-52.5% | $64,824-15.1% |
| Participation rate | 71.0% | 76.2%-5.3pp | 77.1%-6.1pp | 71.5%-0.5pp |
| Annual return | -17.80% | -11.81%-6.0pp | 143.14%-160.9pp | 32.84%-50.6pp |
| Employer contribution / active EE | $3,221 | $3,365-4.3% | $3,793-15.1% | $2,507+28.5% |
| Participant deferral / active EE | $6,386 | $5,294+20.6% | $6,254+2.1% | $4,311+48.1% |
| Admin fee / account holder | $248 | $148+67.0% | $8,124-97.0% | $188+31.9% |