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 BANK4+ years Filed as: BELL STATE BANK Service code 15 · EIN 45-6076392 3100 13TH AVE S · FARGO, ND 58103 | Recordkeeping | $310,983 |
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 | $80,677 | $82,546-2.3% | $140,019-42.4% | $75,289+7.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 13.63% | -0.36%+14.0pp | 651.19%-637.6pp | -0.04%+13.7pp |
| Employer contribution / active EE | $4,074 | $3,856+5.7% | $5,605-27.3% | $2,405+69.4% |
| Participant deferral / active EE | $4,065 | $5,731-29.1% | $6,927-41.3% | $3,739+8.7% |
| Admin fee / account holder | $98 | $86+14.7% | $10,705-99.1% | $102-3.8% |