See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $26,725 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,877 |
RANDALL & HURLEY, INC.6 years Service code 13 | Contract Administrator | $8,986 |
RANDALL & HURLEY, INC.6 years Filed as: RANDALL & HURLEY Service code 13 · EIN 91-1661080 828 GREAT NORTHERN BLVD · HELENA, MT 59601 | Contract Administrator | $2,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,201 | $49,915+70.7% | $154,803-45.0% | $74,304+14.7% |
| Participation rate | 96.3% | 54.0%+42.4pp | 78.1%+18.3pp | 60.3%+36.0pp |
| Annual return | 16.71% | 34.06%-17.3pp | 58.88%-42.2pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,806 | $1,611+74.2% | $4,305-34.8% | $2,241+25.2% |
| Participant deferral / active EE | $4,611 | $2,255+104.5% | $5,540-16.8% | $3,767+22.4% |
| Admin fee / account holder | $469 | $2,189-78.6% | $14,329-96.7% | $2,969-84.2% |