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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $9,649 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,992 | $31,679+10.5% | $74,723-53.2% | $65,186-46.3% |
| Participation rate | 30.9% | 40.4%-9.4pp | 54.5%-23.5pp | 70.2%-39.3pp |
| Annual return | 15.55% | 39.04%-23.5pp | 753.18%-737.6pp | 29.39%-13.8pp |
| Employer contribution / active EE | $233 | $566-58.9% | $1,084-78.5% | $2,177-89.3% |
| Participant deferral / active EE | $638 | $1,191-46.4% | $1,962-67.5% | $3,514-81.8% |
| Admin fee / account holder | $304 | $379-19.7% | $3,335-90.9% | $847-64.1% |