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 BANK6+ years Filed as: BELL STATE BANK Service code 15 · EIN 45-6076392 3100 13TH AVE S · FARGO, ND 58103 | Recordkeeping | $366,421 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,493 | $110,699+7.9% | $177,839-32.8% | $90,274+32.4% |
| Participation rate | 99.5% | 88.3%+11.1pp | 87.7%+11.8pp | 73.4%+26.1pp |
| Annual return | 17.08% | 22.79%-5.7pp | 48.33%-31.2pp | 53.97%-36.9pp |
| Employer contribution / active EE | $2,880 | $4,118-30.1% | $5,919-51.3% | $2,523+14.1% |
| Participant deferral / active EE | $4,578 | $6,731-32.0% | $7,714-40.7% | $4,231+8.2% |
| Admin fee / account holder | $113 | $90+25.9% | $12,432-99.1% | $114-0.6% |