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 |
|---|---|---|
Filed as: FIRST INTERSTATE BANK Service code 21 · EIN 81-6023169 | Bank Trustee | $4,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,944 | $37,044+37.5% | $71,796-29.0% | $57,658-11.6% |
| Participation rate | 45.7% | 61.1%-15.4pp | 69.1%-23.4pp | 70.2%-24.6pp |
| Annual return | 16.22% | 12.64%+3.6pp | 78.04%-61.8pp | 5.13%+11.1pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,207 | $1,974+11.8% | $2,794-21.0% | $3,061-27.9% |
| Admin fee / account holder | $31 | $101-69.4% | $4,815-99.4% | $95-67.3% |