Filed January 7, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 27 401 NORTH 31ST ST · BILLINGS, MT 59101 | Advisory (Plan) | $21,221 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,607 |
REKDAL HOPKINS HOWARD PS1 year Filed as: REKDAL HOPKINS HOWARD, PS Service code 10 2275 116TH AVENUE NE · BELLEVUE, WA 98004 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,726 | $59,834-1.9% | $79,576-26.2% | $68,495-14.3% |
| Participation rate | 74.4% | 61.1%+13.4pp | 69.5%+5.0pp | 67.9%+6.6pp |
| Annual return | -17.65% | -12.30%-5.4pp | 0.15%-17.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,867 | $1,505+24.1% | $2,413-22.6% | $2,596-28.1% |
| Participant deferral / active EE | $3,787 | $3,024+25.2% | $3,985-5.0% | $4,028-6.0% |
| Admin fee / account holder | $458 | $4,835-90.5% | $6,834-93.3% | $5,403-91.5% |