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| Provider | Service type | Compensation |
|---|---|---|
LEGG MASON3+ years Service code 26 · EIN 12-2919773 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Advisory (Participants) | $249,894 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO INVESTMENTS Service code 26 · EIN 41-6370378 600 CALIFORNIS ST · SAN FRANCISCO, CA 94108 | Advisory (Participants) | $153,816 |
FIRST BANK & TRUST3+ years Service code 15 · EIN 46-0418030 PO BOX 5057 · BROOKINGS, SD 57006 | Recordkeeping | $20,372 |
WALTER SYLTIE II1 year Service code 14 · EIN 47-7821222 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 | $184,659 | $69,305+166.4% | $82,312+124.3% | $69,631+165.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 17.58% | 21.47%-3.9pp | 25.88%-8.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $8,309 | $1,887+340.4% | $2,428+242.2% | $2,032+308.9% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $488 | $97+402.7% | $5,608-91.3% | $110+342.3% |