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| Provider | Service type | Compensation |
|---|---|---|
YELLOWSTONE PARTNERS3+ years Service code 27 · EIN 20-1470638 | Advisory (Plan) | $42,114 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,162 | $84,236-77.3% | $170,435-88.8% | $70,126-72.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.30% | 23.06%-11.8pp | 205.94%-194.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $3,021 | $3,387-10.8% | $5,432-44.4% | $2,343+28.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $270 | $5,698-95.3% | $13,881-98.1% | $4,645-94.2% |