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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO8 years Filed as: D A DAVIDSON AND CO Service code 26 · EIN 81-0139474 8 THIRD ST N · GREAT FALLS, MT 59401 | Advisory (Participants) | $55,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $49,418 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,993 | $101,653+221.7% | $147,080+122.3% | $74,459+339.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.07% | 8754.98%-8738.9pp | 420.17%-404.1pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $11,570 | $3,813+203.4% | $4,933+134.5% | $2,626+340.6% |
| Participant deferral / active EE | $13,590 | $7,304+86.1% | $8,066+68.5% | $4,350+212.4% |
| Admin fee / account holder | $435 | $1,752-75.2% | $12,989-96.7% | $1,945-77.6% |