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| Provider | Service type | Compensation |
|---|---|---|
FIRST STATE BANK & TRUST2 years Service code 15 · EIN 45-0210545 PO BOX 1827 · WILLISTON, ND 58802 | Recordkeeping | $40,557 |
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 | $103,680 | $91,559+13.2% | $133,978-22.6% | $79,856+29.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.35% | 61.85%-48.5pp | 45.10%-31.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $5,324 | $2,384+123.3% | $3,919+35.8% | $2,471+115.4% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $347 | $6,321-94.5% | $8,930-96.1% | $5,306-93.5% |