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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5+ years Filed as: KMS FINANCIAL SERVICES Service code 55 2001 SIXTH AVE STE 2801 · SEATTLE, WA 981212588 | Other Commissions | $8,760 |
RANDALL & HURLEY, INC.1 year Service code 13 828 GREAT NORTHERN BLVD · HELENA, MT 59601 | Contract Administrator | $5,752 |
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.
Annual investment return 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 | $36,462 | $54,045-32.5% | $115,170-68.3% | $65,185-44.1% |
| Participation rate | 38.2% | 63.5%-25.3pp | 75.9%-37.7pp | 70.2%-32.0pp |
| Annual return | 14.99% | 26.55%-11.6pp | 35.60%-20.6pp | 29.38%-14.4pp |
| Employer contribution / active EE | $376 | $1,653-77.2% | $3,179-88.2% | $2,177-82.7% |
| Participant deferral / active EE | $1,099 | $2,504-56.1% | $4,169-73.6% | $3,514-68.7% |
| Admin fee / account holder | $72 | $626-88.5% | $7,089-99.0% | $847-91.5% |