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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $26,142 |
BIG SKY RETIREMENT INC3 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $14,000 |
ANDERSON ZURMUEHLEN1 year Filed as: ANDERSON ZURMUEHLEN AND CO PC Service code 10 PO BOX 1040 · HELENA, MT 59624 | Accounting | $7,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,155 | $58,895+24.2% | $178,503-59.0% | $73,497-0.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 8.97% | 24.86%-15.9pp | 151.12%-142.1pp | 28.51%-19.5pp |
| Employer contribution / active EE | $4,682 | $2,236+109.4% | $5,011-6.6% | $2,270+106.2% |
| Participant deferral / active EE | $4,197 | $2,567+63.5% | $5,202-19.3% | $3,740+12.2% |
| Admin fee / account holder | $168 | $400-58.1% | $13,987-98.8% | $513-67.3% |