Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 401 NORTH 31ST ST · BILLINGS, MT 59101 | Advisory (Plan) | $41,315 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,891 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,455 | $64,286+14.3% | $90,970-19.3% | $73,412+0.1% |
| Participation rate | 52.8% | 63.6%-10.8pp | 69.0%-16.2pp | 72.2%-19.4pp |
| Annual return | 14.80% | 21.46%-6.7pp | 134.60%-119.8pp | 59.30%-44.5pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,113 | $2,453+26.9% | $3,373-7.7% | $3,806-18.2% |
| Admin fee / account holder | $325 | $287+13.1% | $5,961-94.6% | $158+105.6% |