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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO9 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $26,677 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,969 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,728 | $82,979+44.3% | $102,412+16.9% | $77,736+54.0% |
| Participation rate | 30.4% | 71.5%-41.1pp | 74.5%-44.1pp | 70.6%-40.2pp |
| Annual return | 10.18% | 19.11%-8.9pp | 24.94%-14.8pp | 31.26%-21.1pp |
| Employer contribution / active EE | $1,053 | $3,554-70.4% | $3,870-72.8% | $2,728-61.4% |
| Participant deferral / active EE | $2,246 | $4,109-45.3% | $5,060-55.6% | $4,651-51.7% |
| Admin fee / account holder | $446 | $639-30.1% | $8,388-94.7% | $433+3.0% |