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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE BANK & TRUST6 years Service code 15 · EIN 45-0210545 PO BOX 1827 · WILLISTON, ND 58802 | Recordkeeping | $29,024 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,484 | $101,795+4.6% | $165,100-35.5% | $80,959+31.5% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.7%+29.6pp |
| Annual return | 13.30% | 16.73%-3.4pp | 70.21%-56.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $5,669 | $2,954+91.9% | $4,348+30.4% | $2,757+105.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $246 | $8,221-97.0% | $12,696-98.1% | $6,925-96.4% |