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| Provider | Service type | Compensation |
|---|---|---|
CAPSTONE WEALTH MANAGEMENT3+ years Service code 28 1500 POLY DRIVE, #107 · BILLINGS, MT 59102 | Investment Management | $38,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,850 | $56,110+20.9% | $94,993-28.6% | $70,126-3.2% |
| Participation rate | 58.0% | 65.0%-7.0pp | 73.9%-15.9pp | 69.5%-11.6pp |
| Annual return | 10.07% | 51.02%-41.0pp | 27.14%-17.1pp | 73.15%-63.1pp |
| Employer contribution / active EE | $460 | $1,442-68.1% | $2,603-82.3% | $2,343-80.4% |
| Participant deferral / active EE | $884 | $2,391-63.0% | $3,317-73.3% | $3,332-73.5% |
| Admin fee / account holder | $666 | $3,456-80.7% | $4,960-86.6% | $4,645-85.7% |