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| Provider | Service type | Compensation |
|---|---|---|
BELL ROCK CAPITAL, LLC2 years Filed as: BELL ROCK CAPITAL LLC Service code 15 · EIN 84-1659837 | Recordkeeping | $14,158 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,110 | $59,186-74.5% | $76,768-80.3% | $56,287-73.2% |
| Participation rate | 91.0% | 75.2%+15.8pp | 77.0%+14.0pp | 69.9%+21.1pp |
| Annual return | 4.69% | 6.62%-1.9pp | 2.43%+2.3pp | -9.96%+14.7pp |
| Employer contribution / active EE | $2,484 | $1,759+41.3% | $2,4850% | $2,111+17.7% |
| Participant deferral / active EE | $6,074 | $3,255+86.6% | $3,852+57.7% | $3,350+81.3% |
| Admin fee / account holder | $69 | $489-85.8% | $6,675-99.0% | $521-86.7% |