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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $13,739 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,332 | $31,388-25.7% | $73,550-68.3% | $62,293-62.5% |
| Participation rate | 35.4% | 39.9%-4.5pp | 54.9%-19.5pp | 69.5%-34.1pp |
| Annual return | 13.47% | 25.34%-11.9pp | -15.16%+28.6pp | 28.90%-15.4pp |
| Employer contribution / active EE | $268 | $498-46.1% | $1,219-78.0% | $2,042-86.9% |
| Participant deferral / active EE | $647 | $1,028-37.1% | $1,804-64.1% | $3,169-79.6% |
| Admin fee / account holder | $136 | $299-54.5% | $2,320-94.1% | $479-71.6% |