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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 501 PARK DRIVE SOUTH · GREAT FALLS, MT 594051879 | Contract Administrator | $3,545 |
Filed as: EMPOWER RETIRMENT ADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,484 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,284 | $52,961-54.1% | $172,752-85.9% | $65,185-62.7% |
| Participation rate | 43.9% | 66.2%-22.3pp | 82.6%-38.8pp | 70.2%-26.3pp |
| Annual return | 4.37% | 30.12%-25.8pp | 802.97%-798.6pp | 29.38%-25.0pp |
| Employer contribution / active EE | $561 | $2,190-74.4% | $5,144-89.1% | $2,177-74.2% |
| Participant deferral / active EE | $776 | $2,471-68.6% | $5,198-85.1% | $3,514-77.9% |
| Admin fee / account holder | $52 | $472-89.1% | $13,955-99.6% | $847-93.9% |