Filed January 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BIG SKY RETIREMENT INC6 years Filed as: BIG SKY RETIREMENT INC. Service code 13 · EIN 82-4211528 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $26,991 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $19,202 |
Filed as: ALLIANT INSURANCE SERVICES Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $16,257 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $6,526 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,899 | $50,919-17.7% | $155,556-73.1% | $77,762-46.1% |
| Participation rate | 65.0% | 63.1%+1.9pp | 78.2%-13.3pp | 70.6%-5.6pp |
| Annual return | 15.62% | 34.84%-19.2pp | 64.84%-49.2pp | 31.27%-15.6pp |
| Employer contribution / active EE | $2,810 | $1,991+41.1% | $4,675-39.9% | $2,728+3.0% |
| Participant deferral / active EE | $1,820 | $2,824-35.6% | $5,631-67.7% | $4,651-60.9% |
| Admin fee / account holder | $67 | $437-84.6% | $15,885-99.6% | $433-84.4% |