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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE BANK & TRUST1 year Service code 15 · EIN 45-0210545 PO BOX 1827 · WILLISTON, ND 58802 | Recordkeeping | $40,103 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,869 | $83,485+11.2% | $125,195-25.8% | $72,976+27.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.27% | 25.77%-7.5pp | 43.79%-25.5pp | 81.02%-62.7pp |
| Employer contribution / active EE | $5,377 | $2,346+129.2% | $3,866+39.1% | $2,440+120.4% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $349 | $5,518-93.7% | $9,704-96.4% | $5,124-93.2% |