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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK2 years Service code 15 · EIN 45-0283315 | Recordkeeping | $44,825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,332 | $55,446-27.3% | $155,574-74.1% | $74,429-45.8% |
| Participation rate | 90.0% | 61.9%+28.1pp | 78.2%+11.8pp | 67.2%+22.8pp |
| Annual return | 14.43% | 269.20%-254.8pp | 64.87%-50.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $2,262 | $2,266-0.2% | $4,676-51.6% | $2,625-13.8% |
| Participant deferral / active EE | $3,313 | $2,836+16.8% | $5,629-41.2% | $4,348-23.8% |
| Admin fee / account holder | $208 | $1,743-88.0% | $15,914-98.7% | $1,944-89.3% |