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| Provider | Service type | Compensation |
|---|---|---|
PRESNELL GAGE, PLLC1 year Service code 10 1216 IDAHO STREET · LEWISTON, ID 83501 | Accounting | $10,650 |
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES Service code 55 2001 SIXTH AVE STE 2801 · SEATTLE, WA 28121 | Other Commissions | $10,333 |
EMPLOYEE BENEFIT RESOURCES, INC.2+ years Service code 15 · EIN 45-3983343 828 GREAT NORTHERN BLVD, 3RD FL · HELENA, MT 596241193 | Recordkeeping | $2,178 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,275 |
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 | $50,369 | $50,643-0.5% | $106,619-52.8% | $55,167-8.7% |
| Participation rate | 36.7% | 65.6%-28.9pp | 78.0%-41.3pp | 69.0%-32.3pp |
| Annual return | 6.50% | 7.02%-0.5pp | 9.42%-2.9pp | 169.23%-162.7pp |
| Employer contribution / active EE | $330 | $1,626-79.7% | $3,947-91.6% | $1,963-83.2% |
| Participant deferral / active EE | $1,073 | $2,208-51.4% | $3,930-72.7% | $3,054-64.9% |
| Admin fee / account holder | $179 | $488-63.3% | $6,418-97.2% | $504-64.5% |