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 | $64,728+59.6% | $102,184+1.1% | $64,728+59.6% |
| Participation rate | 68.1% | 57.9%+10.2pp | 82.6%-14.5pp | 57.9%+10.2pp |
| Annual return | 12.02% | 49.38%-37.4pp | 31.58%-19.6pp | 49.38%-37.4pp |
| Employer contribution / active EE | $876 | $2,243-60.9% | $3,594-75.6% | $2,243-60.9% |
| Participant deferral / active EE | $3,191 | $2,729+16.9% | $8,309-61.6% | $2,729+16.9% |
| Admin fee / account holder | $159 | $1,145-86.1% | $11,609-98.6% | $1,145-86.1% |