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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO6 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 Service code 15 · EIN 01-0233346 | Recordkeeping | $39,567 |
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.
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 | $253,257 | $84,482+199.8% | $125,363+102.0% | $66,930+278.4% |
| Participation rate | 96.7% | 76.4%+20.3pp | 82.4%+14.3pp | 69.8%+26.9pp |
| Annual return | -18.50% | -8.49%-10.0pp | 572.15%-590.7pp | 1.57%-20.1pp |
| Employer contribution / active EE | $10,053 | $3,553+183.0% | $4,815+108.8% | $2,545+295.0% |
| Participant deferral / active EE | $11,199 | $6,782+65.1% | $7,447+50.4% | $4,238+164.3% |
| Admin fee / account holder | $467 | $685-31.8% | $10,005-95.3% | $593-21.3% |