Filed November 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK6+ years Filed as: BELL STATE BANK & TRUST Service code 26 · EIN 45-6076392 | Advisory (Participants) | $187,995 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,293 | $87,125-5.5% | $108,410-24.1% | $86,799-5.2% |
| Participation rate | 72.0% | 80.5%-8.6pp | 80.1%-8.2pp | 72.3%-0.3pp |
| Annual return | 21.36% | 25.21%-3.8pp | 905.27%-883.9pp | 97.91%-76.5pp |
| Employer contribution / active EE | $760 | $2,477-69.3% | $3,558-78.6% | $2,405-68.4% |
| Participant deferral / active EE | $3,002 | $6,944-56.8% | $6,563-54.3% | $4,131-27.3% |
| Admin fee / account holder | $177 | $130+35.9% | $7,295-97.6% | $170+4.4% |