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 | $63,590 |
CETERA ADVISOR NETWORKS LLC7+ years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $45,308 |
BIG SKY RETIREMENT INC3 years Filed as: BIG SKY RETIREMENT INC. Service code 13 · EIN 82-4211528 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $29,325 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 | Investment Management | $18,908 |
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 | $42,041 | $56,511-25.6% | $185,837-77.4% | $86,813-51.6% |
| Participation rate | 66.9% | 65.5%+1.4pp | 81.7%-14.8pp | 72.3%-5.4pp |
| Annual return | 15.48% | 118.12%-102.6pp | 122.08%-106.6pp | 97.93%-82.5pp |
| Employer contribution / active EE | $2,554 | $1,844+38.5% | $5,168-50.6% | $2,406+6.2% |
| Participant deferral / active EE | $1,865 | $2,554-27.0% | $5,568-66.5% | $4,131-54.9% |
| Admin fee / account holder | $54 | $150-64.1% | $16,241-99.7% | $170-68.3% |