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| Provider | Service type | Compensation |
|---|---|---|
LEGG MASON1+ years Service code 26 · EIN 13-2919773 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Advisory (Participants) | $208,149 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO INVESTMENTS Service code 26 · EIN 41-6370378 600 CALIFORNIA ST · SAN FRANCISCO, CA 94108 | Advisory (Participants) | $145,019 |
FIRST BANK & TRUST1+ years Service code 15 · EIN 46-0418030 PO BOX 5057 · BROOKINGS, SD 57006 | Recordkeeping | $25,580 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SYLTIE Service code 14 · EIN 12-3456789 2333 EASTBROOK DRIVE · BROOKINGS, SD 57006 | Plan Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,937 | $72,770+107.4% | $67,653+123.1% | $55,191+173.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 0.83% | -3.26%+4.1pp | 6625.22%-6624.4pp | 10.78%-9.9pp |
| Employer contribution / active EE | $7,754 | $1,769+338.2% | $2,266+242.2% | $1,899+308.4% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $418 | $79+429.9% | $4,821-91.3% | $91+360.1% |