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| Provider | Service type | Compensation |
|---|---|---|
YELLOWSTONE PARTNERS1+ years Service code 27 · EIN 20-1470638 | Advisory (Plan) | $40,216 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,157 | $75,832-77.4% | $147,617-88.4% | $59,633-71.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.12% | 0.37%+0.8pp | 61.98%-60.9pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $3,334 | $3,485-4.3% | $5,564-40.1% | $2,203+51.4% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $256 | $5,986-95.7% | $11,612-97.8% | $4,297-94.0% |