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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST INTERSTATE BANK Service code 13 · EIN 81-0623169 | Contract Administrator | $14,983 |
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.
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 | $23,349 | $25,723-9.2% | $69,182-66.2% | $55,167-57.7% |
| Participation rate | 39.2% | 39.4%-0.2pp | 55.1%-15.9pp | 69.0%-29.8pp |
| Annual return | 4.25% | 9.56%-5.3pp | -21.93%+26.2pp | 169.23%-165.0pp |
| Employer contribution / active EE | $271 | $480-43.7% | $1,206-77.6% | $1,963-86.2% |
| Participant deferral / active EE | $666 | $963-30.9% | $1,897-64.9% | $3,054-78.2% |
| Admin fee / account holder | $168 | $365-53.8% | $2,697-93.8% | $504-66.6% |