Filed November 30, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $65,191+58.4% | $92,805+11.3% | $65,191+58.4% |
| Participation rate | 68.1% | 63.0%+5.1pp | 83.5%-15.4pp | 63.0%+5.1pp |
| Annual return | 12.02% | 51.24%-39.2pp | 31.59%-19.6pp | 51.24%-39.2pp |
| Employer contribution / active EE | $876 | $2,400-63.5% | $3,424-74.4% | $2,400-63.5% |
| Participant deferral / active EE | $3,191 | $2,671+19.4% | $8,448-62.2% | $2,671+19.4% |
| Admin fee / account holder | $159 | $907-82.4% | $10,911-98.5% | $907-82.4% |