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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $54,083 |
BIG SKY RETIREMENT INC7 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $16,145 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,251 | $55,437+84.4% | $155,534-34.3% | $74,459+37.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.90% | 269.58%-257.7pp | 64.92%-53.0pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $5,365 | $2,266+136.7% | $4,675+14.8% | $2,626+104.3% |
| Participant deferral / active EE | $5,496 | $2,837+93.7% | $5,630-2.4% | $4,350+26.4% |
| Admin fee / account holder | $214 | $1,742-87.7% | $15,900-98.7% | $1,945-89.0% |