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 BANK7+ years Filed as: BELL STATE BANK Service code 15 · EIN 45-6076392 3100 13TH AVE S · FARGO, ND 58103 | Recordkeeping | $446,579 |
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVIS Service code 99 · EIN 27-0493248 | Other Fees | $12,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,077 | $118,337+10.8% | $189,534-30.8% | $93,010+40.9% |
| Participation rate | 99.7% | 89.1%+10.6pp | 87.8%+11.8pp | 73.9%+25.8pp |
| Annual return | 15.10% | 21.77%-6.7pp | 555.39%-540.3pp | 158.70%-143.6pp |
| Employer contribution / active EE | $2,876 | $4,204-31.6% | $6,162-53.3% | $2,705+6.3% |
| Participant deferral / active EE | $4,702 | $7,123-34.0% | $8,220-42.8% | $4,561+3.1% |
| Admin fee / account holder | $134 | $100+34.4% | $12,049-98.9% | $152-11.7% |