Filed January 20, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
BELL BANK1 year Filed as: BELL BANK WEALTH MANAGEMENT Service code 27 15 BROADWAY · FARGO, ND 58102 | Advisory (Plan) | $180,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $61,506 |
THE LAMPO GROUP, INC.1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $20,574 |
BRADY MARTZ & ASSOCIATES3 years Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 401 DEMERS AVENUE SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $8,200 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Securities brok... | $2 |
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 | $194,765 | $78,419+148.4% | $133,982+45.4% | $73,415+165.3% |
| Participation rate | 94.9% | 78.6%+16.3pp | 79.8%+15.1pp | 72.2%+22.7pp |
| Annual return | 15.74% | 33.35%-17.6pp | 45.10%-29.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $7,206 | $2,044+252.6% | $3,919+83.9% | $2,234+222.6% |
| Participant deferral / active EE | $5,466 | $3,925+39.2% | $5,047+8.3% | $3,806+43.6% |
| Admin fee / account holder | $261 | $161+61.6% | $8,930-97.1% | $158+65.1% |