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 BANK5+ years Filed as: BELL STATE BANK Service code 15 · EIN 45-6076392 3100 13TH AVE S · FARGO, ND 58103 | Recordkeeping | $363,543 |
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 | $102,915 | $95,776+7.5% | $162,185-36.5% | $77,775+32.3% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 29.35% | 37.03%-7.7pp | 115.61%-86.3pp | 32.58%-3.2pp |
| Employer contribution / active EE | $2,647 | $3,874-31.7% | $5,613-52.8% | $2,504+5.7% |
| Participant deferral / active EE | $4,244 | $6,125-30.7% | $7,297-41.8% | $3,966+7.0% |
| Admin fee / account holder | $112 | $88+28.1% | $10,844-99.0% | $100+12.2% |