Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BIG SKY RETIREMENT INC1 year Service code 13 900 N MONTANA AVE, STE A1 · HELENA, MT 59601 | Contract Administrator | $16,408 |
Service code 27 3409 TRANSTECH WAY, STE A · BILLINGS, MT 59102 | Advisory (Plan) | $11,777 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,493 | $58,275-51.1% | $81,844-65.2% | $80,935-64.8% |
| Participation rate | 62.8% | 63.5%-0.6pp | 72.4%-9.6pp | 67.7%-4.8pp |
| Annual return | 11.35% | 41.82%-30.5pp | 778.87%-767.5pp | 35.66%-24.3pp |
| Employer contribution / active EE | $571 | $2,346-75.7% | $2,916-80.4% | $2,757-79.3% |
| Participant deferral / active EE | $964 | $3,285-70.7% | $4,323-77.7% | $4,299-77.6% |
| Admin fee / account holder | $347 | $4,749-92.7% | $7,355-95.3% | $6,924-95.0% |