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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $45,125 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,502 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,500 | $40,174+75.5% | $84,023-16.1% | $67,582+4.3% |
| Participation rate | 50.6% | 62.7%-12.1pp | 69.0%-18.4pp | 71.3%-20.7pp |
| Annual return | 22.28% | 25.82%-3.5pp | 71.32%-49.0pp | 378.57%-356.3pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,288 | $2,301+42.9% | $3,239+1.5% | $3,539-7.1% |
| Admin fee / account holder | $350 | $128+172.5% | $6,102-94.3% | $142+145.8% |