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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN STATE BANK & TRUST COMPANY Service code 21 PO BOX 1446 · WILLISTON, ND 588011446 | Bank Trustee | $16,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,499 | $36,916-33.6% | $156,551-84.4% | $57,658-57.5% |
| Participation rate | 49.6% | 63.4%-13.8pp | 84.0%-34.4pp | 70.2%-20.6pp |
| Annual return | 8.52% | 12.38%-3.9pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $904 | $1,571-42.4% | $5,501-83.6% | $1,974-54.2% |
| Participant deferral / active EE | $1,392 | $1,926-27.7% | $4,871-71.4% | $3,061-54.5% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |