| Provider | Service type | Compensation |
|---|---|---|
Service code 27 401 N 31ST ST · BILLINGS, CO 59101 | Advisory (Plan) | $118,165 |
Service code 15 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $64,592 |
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 | $343,221 | $104,336+229.0% | $159,495+115.2% | $86,828+295.3% |
| Participation rate | 96.4% | 77.7%+18.7pp | 82.8%+13.6pp | 72.3%+24.1pp |
| Annual return | 12.53% | 26.32%-13.8pp | 263.72%-251.2pp | 97.95%-85.4pp |
| Employer contribution / active EE | $20,263 | $3,451+487.1% | $4,831+319.4% | $2,406+742.1% |
| Participant deferral / active EE | $6,508 | $6,837-4.8% | $7,354-11.5% | $4,132+57.5% |
| Admin fee / account holder | $610 | $172+254.2% | $10,804-94.4% | $170+259.7% |