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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,543 |
THREE BELL CAPITAL LLC1 year Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $15,144 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,899 | $71,106-53.7% | $83,327-60.5% | $75,289-56.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 77.8%+13.9pp | 72.4%+19.3pp |
| Annual return | -6.25% | -0.56%-5.7pp | 10.64%-16.9pp | -0.04%-6.2pp |
| Employer contribution / active EE | $2,107 | $2,436-13.5% | $3,379-37.7% | $2,405-12.4% |
| Participant deferral / active EE | $10,101 | $6,249+61.6% | $5,565+81.5% | $3,739+170.2% |
| Admin fee / account holder | $63 | $72-12.6% | $7,540-99.2% | $102-38.2% |