Filed January 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $36,316 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,964 |
BIG SKY RETIREMENT INC7 years Filed as: BIG SKY RETIREMENT INC. Service code 13 · EIN 82-4211528 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $30,992 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,495 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $6,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,359 | $50,982-16.9% | $154,803-72.6% | $85,563-50.5% |
| Participation rate | 74.9% | 59.8%+15.1pp | 78.1%-3.1pp | 66.0%+9.0pp |
| Annual return | 15.54% | 30.35%-14.8pp | 58.88%-43.3pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,949 | $1,708+72.6% | $4,305-31.5% | $2,654+11.1% |
| Participant deferral / active EE | $2,534 | $2,474+2.4% | $5,540-54.3% | $4,375-42.1% |
| Admin fee / account holder | $208 | $846-75.4% | $14,329-98.5% | $834-75.1% |