Filed November 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK10+ years Filed as: BELL STATE BANK & TRUST Service code 26 · EIN 45-6076392 | Advisory (Participants) | $140,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,294 | $69,255+49.2% | $126,068-18.1% | $69,255+49.2% |
| Participation rate | 68.1% | 69.0%-0.9pp | 84.7%-16.6pp | 69.0%-0.9pp |
| Annual return | 12.02% | 26.73%-14.7pp | 15.01%-3.0pp | 26.73%-14.7pp |
| Employer contribution / active EE | $876 | $2,645-66.9% | $3,968-77.9% | $2,645-66.9% |
| Participant deferral / active EE | $3,191 | $2,890+10.4% | $8,214-61.2% | $2,890+10.4% |
| Admin fee / account holder | $159 | $733-78.2% | $18,264-99.1% | $733-78.2% |