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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $23,984 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,532 |
BIG SKY RETIREMENT INC3 years Filed as: BIG SKY RETIREMENT Service code 15 · EIN 82-4211528 | Recordkeeping | $6,393 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,048 | $89,093-77.5% | $102,434-80.4% | $77,736-74.2% |
| Participation rate | 92.4% | 80.9%+11.4pp | 76.5%+15.8pp | 70.6%+21.8pp |
| Annual return | 20.22% | 25.03%-4.8pp | 29.46%-9.2pp | 31.26%-11.0pp |
| Employer contribution / active EE | $2,272 | $2,699-15.8% | $3,023-24.9% | $2,728-16.7% |
| Participant deferral / active EE | $3,734 | $5,147-27.4% | $5,055-26.1% | $4,651-19.7% |
| Admin fee / account holder | $64 | $236-72.7% | $9,462-99.3% | $433-85.1% |