Filed May 1, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
BELL BANK2+ years Filed as: BELL STATE BANK Service code 15 · EIN 45-6076392 3100 13TH AVE S · FARGO, ND 58103 | Recordkeeping | $229,568 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,861 | $80,354-31.7% | $133,975-59.1% | $63,975-14.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 8.44% | 13.11%-4.7pp | 29.29%-20.9pp | 48.65%-40.2pp |
| Employer contribution / active EE | $2,971 | $3,503-15.2% | $5,211-43.0% | $2,182+36.2% |
| Participant deferral / active EE | $3,459 | $5,239-34.0% | $6,282-44.9% | $3,356+3.1% |
| Admin fee / account holder | $70 | $69+0.8% | $9,324-99.3% | $70-0.8% |