Filed January 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BIG SKY RETIREMENT INC5 years Filed as: BIG SKY RETIREMENT INC. Service code 13 · EIN 82-4211528 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $26,588 |
CETERA ADVISOR NETWORKS LLC9+ years Service code 27 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $26,533 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $11,975 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $6,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,942 | $47,126-17.4% | $149,673-74.0% | $74,419-47.7% |
| Participation rate | 59.1% | 63.4%-4.3pp | 78.8%-19.6pp | 70.7%-11.6pp |
| Annual return | 14.04% | 22.75%-8.7pp | 134.42%-120.4pp | 34.38%-20.3pp |
| Employer contribution / active EE | $2,777 | $1,905+45.8% | $4,818-42.4% | $2,637+5.3% |
| Participant deferral / active EE | $1,946 | $2,728-28.6% | $5,680-65.7% | $4,528-57.0% |
| Admin fee / account holder | $66 | $343-80.7% | $13,210-99.5% | $348-81.0% |