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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,750 |
BIG SKY RETIREMENT INC1 year Filed as: BIG SKY RETIREMENT INC. Service code 14 · EIN 82-4211528 | Plan Administrator | $7,199 |
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.
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 | $38,737 | $58,347-33.6% | $85,709-54.8% | $86,821-55.4% |
| Participation rate | 19.5% | 64.9%-45.4pp | 69.9%-50.3pp | 72.3%-52.8pp |
| Annual return | 12.55% | 18.43%-5.9pp | 21.49%-8.9pp | 97.94%-85.4pp |
| Employer contribution / active EE | $399 | $1,751-77.2% | $2,619-84.8% | $2,406-83.4% |
| Participant deferral / active EE | $851 | $3,065-72.2% | $3,924-78.3% | $4,132-79.4% |
| Admin fee / account holder | $51 | $147-65.4% | $6,876-99.3% | $170-69.9% |