See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3409 TRANSTECH WAY, STE A · BILLINGS, MT 59102 | Advisory (Plan) | $14,801 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,157 |
BIG SKY RETIREMENT INC2 years Service code 13 900 N MONTANA AVE, STE A1 · HELENA, MT 59601 | Contract Administrator | $2,210 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,355 | $54,705-33.5% | $71,209-48.9% | $84,808-57.1% |
| Participation rate | 58.4% | 64.1%-5.6pp | 73.8%-15.3pp | 68.3%-9.9pp |
| Annual return | 12.81% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $565 | $2,158-73.8% | $2,721-79.2% | $2,631-78.5% |
| Participant deferral / active EE | $973 | $3,030-67.9% | $4,175-76.7% | $4,212-76.9% |
| Admin fee / account holder | $304 | $4,863-93.7% | $5,349-94.3% | $7,344-95.9% |