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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST INTERSTATE BANK Service code 21 · EIN 81-6023169 | Bank Trustee | $4,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,071 | $33,745+21.7% | $64,105-35.9% | $55,191-25.6% |
| Participation rate | 51.1% | 59.4%-8.2pp | 68.2%-17.0pp | 69.2%-18.0pp |
| Annual return | -4.70% | 4.95%-9.6pp | 791.24%-795.9pp | 10.78%-15.5pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,486 | $1,929+28.9% | $2,822-11.9% | $3,046-18.4% |
| Admin fee / account holder | $27 | $94-71.4% | $4,499-99.4% | $91-70.2% |