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 BANK9+ years Filed as: BELL STATE BANK Service code 14 · EIN 45-6076392 | Plan Administrator | $320,481 |
CARDINAL INVESTMENT ADVISORS2 years Filed as: CARDINAL INVESTMENT ADVISORS LLC Service code 27 150 NORTH WACKER DRIVE · CHICAGO, IL 60605 | Advisory (Plan) | $61,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,529 | $112,711+0.7% | $170,055-33.2% | $80,187+41.6% |
| Participation rate | 99.9% | 87.4%+12.5pp | 87.0%+12.9pp | 72.9%+27.0pp |
| Annual return | 20.73% | 67.06%-46.3pp | 53.43%-32.7pp | 40.40%-19.7pp |
| Employer contribution / active EE | $4,793 | $4,488+6.8% | $6,790-29.4% | $2,980+60.9% |
| Participant deferral / active EE | $4,798 | $7,861-39.0% | $10,410-53.9% | $5,016-4.4% |
| Admin fee / account holder | $99 | $99-0.3% | $12,828-99.2% | $145-31.6% |