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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $45,018 |
BIG SKY RETIREMENT INC6 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $16,830 |
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 | $99,295 | $61,356+61.8% | $149,696-33.7% | $71,511+38.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.67% | 35.86%-17.2pp | 134.46%-115.8pp | 28.86%-10.2pp |
| Employer contribution / active EE | $4,502 | $2,382+89.0% | $4,821-6.6% | $2,589+73.9% |
| Participant deferral / active EE | $5,398 | $2,920+84.9% | $5,682-5.0% | $4,291+25.8% |
| Admin fee / account holder | $223 | $1,263-82.4% | $13,212-98.3% | $1,588-86.0% |