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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO3 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $61,188 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,698 | $64,176+88.1% | $112,249+7.5% | $66,938+80.3% |
| Participation rate | 83.8% | 68.4%+15.4pp | 75.1%+8.7pp | 69.8%+14.0pp |
| Annual return | -18.90% | -13.80%-5.1pp | 27.48%-46.4pp | 1.58%-20.5pp |
| Employer contribution / active EE | $3,716 | $3,007+23.6% | $3,636+2.2% | $2,545+46.0% |
| Participant deferral / active EE | $11,836 | $3,694+220.5% | $4,729+150.3% | $4,238+179.3% |
| Admin fee / account holder | $336 | $626-46.3% | $6,412-94.8% | $594-43.4% |