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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 | $55,446+84.4% | $155,574-34.3% | $74,429+37.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.90% | 269.20%-257.3pp | 64.87%-53.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $5,365 | $2,266+136.7% | $4,676+14.7% | $2,625+104.4% |
| Participant deferral / active EE | $5,496 | $2,836+93.8% | $5,629-2.4% | $4,348+26.4% |
| Admin fee / account holder | $214 | $1,743-87.7% | $15,914-98.7% | $1,944-89.0% |