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 |
|---|---|---|
FIRST STATE BANK & TRUST4 years Service code 15 · EIN 45-0210545 PO BOX 1827 · WILLISTON, ND 58802 | Recordkeeping | $29,129 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,057 | $81,870+12.4% | $119,622-23.0% | $68,486+34.4% |
| Participation rate | 98.6% | 71.9%+26.7pp | 79.3%+19.4pp | 67.9%+30.7pp |
| Annual return | -13.17% | -23.82%+10.7pp | -14.98%+1.8pp | -7.85%-5.3pp |
| Employer contribution / active EE | $5,282 | $2,692+96.2% | $4,232+24.8% | $2,597+103.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $267 | $6,583-95.9% | $10,328-97.4% | $5,404-95.1% |