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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-5674085 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $41,758 |
BIG SKY RETIREMENT INC4 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $9,851 |
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 | $79,235 | $61,166+29.5% | $185,837-57.4% | $79,393-0.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 10.37% | 19.45%-9.1pp | 122.08%-111.7pp | 116.87%-106.5pp |
| Employer contribution / active EE | $5,058 | $2,321+117.9% | $5,168-2.1% | $2,428+108.3% |
| Participant deferral / active EE | $4,720 | $2,789+69.2% | $5,568-15.2% | $4,046+16.7% |
| Admin fee / account holder | $151 | $710-78.8% | $16,241-99.1% | $627-76.0% |