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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO3 years Filed as: D A DAVIDSON AND CO Service code 26 · EIN 81-0139474 8 THIRD ST N · GREAT FALLS, MT 59401 | Advisory (Participants) | $65,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $26,581 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,297 | $89,652+184.8% | $141,177+80.8% | $65,185+291.6% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.5%+16.4pp | 70.2%+28.6pp |
| Annual return | 24.51% | 32.79%-8.3pp | 71.40%-46.9pp | 29.38%-4.9pp |
| Employer contribution / active EE | $8,904 | $3,065+190.5% | $4,736+88.0% | $2,177+309.1% |
| Participant deferral / active EE | $10,530 | $5,691+85.0% | $6,710+56.9% | $3,514+199.7% |
| Admin fee / account holder | $482 | $569-15.2% | $10,263-95.3% | $847-43.1% |