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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 19 676 FERGUSON AVE SUITE 3 · BOZEMAN, MT 59718 | Securities Custodian | $8,361 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,478 | $42,548+60.9% | $74,551-8.1% | $56,289+21.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -2.04% | 12.40%-14.4pp | 32.53%-34.6pp | -9.96%+7.9pp |
| Employer contribution / active EE | $7,595 | $855+788.2% | $1,961+287.3% | $2,111+259.8% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $24 | $467-94.8% | $5,059-99.5% | $521-95.3% |