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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $18,644 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,297 | $35,485+53.0% | $74,551-27.2% | $55,725-2.6% |
| Participation rate | 52.9% | 62.5%-9.6pp | 69.1%-16.3pp | 70.9%-18.0pp |
| Annual return | 23.61% | 0.72%+22.9pp | 32.53%-8.9pp | 244.93%-221.3pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,142 | $2,181+44.1% | $3,108+1.1% | $3,356-6.4% |
| Admin fee / account holder | $86 | $114-24.9% | $5,059-98.3% | $115-25.4% |