Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $55,470-27.3% | $155,556-74.1% | $74,478-45.8% |
| Participation rate | 90.0% | 61.9%+28.1pp | 78.2%+11.8pp | 67.2%+22.8pp |
| Annual return | 14.43% | 269.80%-255.4pp | 64.84%-50.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $2,262 | $2,267-0.2% | $4,675-51.6% | $2,626-13.9% |
| Participant deferral / active EE | $3,313 | $2,838+16.7% | $5,631-41.2% | $4,350-23.8% |
| Admin fee / account holder | $208 | $1,744-88.0% | $15,885-98.7% | $1,946-89.3% |