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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $75,138 |
BELL BANK5 years Filed as: BELL BANK WEALTH MANAGEMENT Service code 27 15 BROADWAY · FARGO, ND 58102 | Advisory (Plan) | $16,250 |
BRADY MARTZ & ASSOCIATES7 years Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 401 DEMERS AVENUE SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $11,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,238 | $89,465+111.5% | $165,100+14.6% | $77,762+143.4% |
| Participation rate | 92.5% | 78.6%+13.8pp | 78.6%+13.8pp | 70.6%+21.9pp |
| Annual return | 12.47% | 28.86%-16.4pp | 70.21%-57.7pp | 31.27%-18.8pp |
| Employer contribution / active EE | $8,780 | $2,565+242.3% | $4,348+101.9% | $2,728+221.8% |
| Participant deferral / active EE | $6,143 | $4,904+25.2% | $6,035+1.8% | $4,651+32.1% |
| Admin fee / account holder | $85 | $340-74.9% | $12,696-99.3% | $433-80.3% |