Filed January 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $80,314 |
CETERA ADVISOR NETWORKS LLC5+ years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $30,599 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 | Investment Management | $25,449 |
BIG SKY RETIREMENT INC1 year Filed as: BIG SKY RETIREMENT INC. Service code 13 · EIN 82-4211528 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $15,896 |
BIG SKY RETIREMENT INC2 years Service code 13 | Contract Administrator | $7,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,624 | $62,928-40.2% | $172,752-78.2% | $67,579-44.3% |
| Participation rate | 57.3% | 64.5%-7.2pp | 82.6%-25.3pp | 71.3%-14.0pp |
| Annual return | 20.21% | 30.36%-10.1pp | 802.97%-782.8pp | 378.56%-358.3pp |
| Employer contribution / active EE | $1,952 | $1,636+19.3% | $5,144-62.0% | $2,148-9.1% |
| Participant deferral / active EE | $1,338 | $2,145-37.6% | $5,198-74.3% | $3,539-62.2% |
| Admin fee / account holder | $68 | $167-59.3% | $13,955-99.5% | $142-52.3% |