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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1 year Service code 55 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Other Commissions | $14,815 |
RANDALL & HURLEY, INC.1 year Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $3,748 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,086 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,860 | $42,548-18.1% | $74,551-53.2% | $56,289-38.1% |
| Participation rate | 62.8% | 60.5%+2.3pp | 69.1%-6.3pp | 69.9%-7.0pp |
| Annual return | -7.84% | 12.40%-20.2pp | 32.53%-40.4pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,382 | $855+61.6% | $1,961-29.5% | $2,111-34.6% |
| Participant deferral / active EE | $2,860 | $2,277+25.6% | $3,108-8.0% | $3,350-14.6% |
| Admin fee / account holder | $21 | $467-95.5% | $5,059-99.6% | $521-96.0% |