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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $11,242 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,576 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,651 | $39,286-11.8% | $80,741-57.1% | $79,391-56.4% |
| Participation rate | 27.7% | 41.0%-13.3pp | 54.2%-26.5pp | 70.7%-43.0pp |
| Annual return | 9.81% | 98.95%-89.1pp | 87.30%-77.5pp | 116.88%-107.1pp |
| Employer contribution / active EE | $283 | $594-52.4% | $1,160-75.6% | $2,428-88.4% |
| Participant deferral / active EE | $1,097 | $1,264-13.2% | $2,145-48.9% | $4,046-72.9% |
| Admin fee / account holder | $398 | $647-38.5% | $3,380-88.2% | $627-36.5% |