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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 401 NORTH 31ST ST · BILLINGS, MT 59101 | Advisory (Plan) | $46,760 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,609 |
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 | $78,587 | $50,956+54.2% | $96,572-18.6% | $86,821-9.5% |
| Participation rate | 48.1% | 65.2%-17.2pp | 69.8%-21.8pp | 72.3%-24.2pp |
| Annual return | 13.39% | 21.27%-7.9pp | 37.79%-24.4pp | 97.94%-84.6pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,363 | $2,954+13.8% | $3,850-12.7% | $4,132-18.6% |
| Admin fee / account holder | $344 | $166+107.4% | $6,183-94.4% | $170+103.0% |