| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 28 | Investment Management | $417,336 |
HILLTOP NATIONAL BANK1 year Filed as: HILLTOP BANK Service code 15 · EIN 83-0202762 300 COUNTRY CLUB ROAD · CASPER, WY 82609 | Recordkeeping | $99,007 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,085 | $72,482+14.6% | $129,118-35.7% | $64,829+28.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.2%+22.8pp | 71.5%+28.5pp |
| Annual return | -13.80% | -9.08%-4.7pp | -10.94%-2.9pp | 32.85%-46.6pp |
| Employer contribution / active EE | $12,985 | $4,247+205.7% | $5,051+157.1% | $2,507+417.9% |
| Participant deferral / active EE | $0 | $5,679-100.0% | $6,539-100.0% | $4,312-100.0% |
| Admin fee / account holder | $386 | $144+167.8% | $14,305-97.3% | $188+105.7% |