Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LEGG MASON2+ years Service code 26 · EIN 13-2919773 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Advisory (Participants) | $216,891 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO INVESTMENTS Service code 26 · EIN 41-6370378 600 CALIFORNIA STREET · SAN FRANCISCO, CA 94108 | Advisory (Participants) | $131,568 |
FIRST BANK & TRUST2+ years Service code 15 · EIN 46-0418030 PO BOX 5057 · BROOKINGS, SD 57006 | Recordkeeping | $20,972 |
Filed as: LARSON MANUFACTGURING CO OF SD INC Service code 14 · EIN 46-0278504 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 | $158,329 | $63,905+147.8% | $74,184+113.4% | $57,658+174.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 8.60% | 60.60%-52.0pp | 17.74%-9.1pp | 5.13%+3.5pp |
| Employer contribution / active EE | $8,138 | $1,840+342.2% | $2,370+243.3% | $1,974+312.3% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $415 | $91+355.8% | $5,586-92.6% | $95+339.2% |