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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.1 year Service code 13 · EIN 91-1661080 828 GREAT NORTHERN BLVD · HELENA, MT 59601 | Contract Administrator | $1,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,780 | $55,449+38.5% | $83,830-8.4% | $56,287+36.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -7.92% | -1.38%-6.5pp | 850.97%-858.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $5,793 | $2,430+138.4% | $3,631+59.5% | $2,111+174.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $656-98.8% | $5,479-99.9% | $521-98.4% |