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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3409 TRANSTECH WY STE A · BILLINGS, MT 59102 | Advisory (Plan) | $10,746 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,516 | $64,176-1.0% | $112,249-43.4% | $66,938-5.1% |
| Participation rate | 51.7% | 68.4%-16.7pp | 75.1%-23.3pp | 69.8%-18.1pp |
| Annual return | -13.91% | -13.80%-0.1pp | 27.48%-41.4pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,893 | $3,007-37.0% | $3,636-47.9% | $2,545-25.6% |
| Participant deferral / active EE | $4,212 | $3,694+14.0% | $4,729-10.9% | $4,238-0.6% |
| Admin fee / account holder | $255 | $626-59.3% | $6,412-96.0% | $594-57.0% |