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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO4 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $23,056 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,825 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $855 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,363 | $66,601+22.2% | $92,903-12.4% | $67,579+20.4% |
| Participation rate | 39.2% | 72.5%-33.3pp | 76.0%-36.8pp | 71.3%-32.1pp |
| Annual return | 20.24% | 92.58%-72.3pp | 109.43%-89.2pp | 378.56%-358.3pp |
| Employer contribution / active EE | $661 | $2,775-76.2% | $3,653-81.9% | $2,148-69.2% |
| Participant deferral / active EE | $1,920 | $3,157-39.2% | $4,238-54.7% | $3,539-45.8% |
| Admin fee / account holder | $464 | $199+133.3% | $5,795-92.0% | $142+226.1% |