| Provider | Service type | Compensation |
|---|---|---|
SBT OF FARGO1 year Service code 21 · EIN 45-0416150 520 MAIN AVENUE · FARGO, ND 581060829 | Bank Trustee | $11,615 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,341 | $58,336+264.0% | $97,295+118.2% | $200,096+6.1% |
| Participation rate | 95.0% | 63.8%+31.2pp | 72.7%+22.3pp | 72.0%+23.0pp |
| Annual return | 27.98% | 32.81%-4.8pp | 75.62%-47.6pp | 34.26%-6.3pp |
| Employer contribution / active EE | $2,121 | $1,416+49.7% | $2,723-22.1% | $3,038-30.2% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $4,264-100.0% | $5,090-100.0% |
| Admin fee / account holder | $3 | $114-97.8% | $5,646-100.0% | $269-99.0% |