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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPANY Service code 55 8 THIRD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $35,091 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74 |
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 | $29,481 | $46,332-36.4% | $143,797-79.5% | $64,824-54.5% |
| Participation rate | 79.2% | 64.2%+15.0pp | 80.3%-1.1pp | 71.5%+7.7pp |
| Annual return | -13.90% | -10.05%-3.9pp | -0.04%-13.9pp | 32.84%-46.7pp |
| Employer contribution / active EE | $1,849 | $1,911-3.3% | $4,952-62.7% | $2,507-26.3% |
| Participant deferral / active EE | $2,397 | $2,647-9.5% | $5,638-57.5% | $4,311-44.4% |
| Admin fee / account holder | $92 | $154-40.4% | $14,679-99.4% | $188-51.2% |