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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $36,801 |
BIG SKY RETIREMENT INC5 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $9,740 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,440 | $65,092+45.1% | $143,799-34.3% | $66,938+41.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.04% | -11.14%-1.9pp | -0.04%-13.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $4,729 | $2,362+100.3% | $4,952-4.5% | $2,545+85.8% |
| Participant deferral / active EE | $4,778 | $2,920+63.6% | $5,638-15.3% | $4,238+12.7% |
| Admin fee / account holder | $200 | $502-60.2% | $14,677-98.6% | $594-66.3% |