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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK8 years Service code 15 · EIN 45-0283315 | Recordkeeping | $50,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,602 | $79,223+72.4% | $102,460+33.3% | $74,478+83.4% |
| Participation rate | 96.7% | 74.8%+22.0pp | 76.5%+20.2pp | 67.2%+29.5pp |
| Annual return | 14.66% | 54.98%-40.3pp | 29.47%-14.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $2,082 | $2,363-11.9% | $3,025-31.2% | $2,626-20.7% |
| Participant deferral / active EE | $4,268 | $4,417-3.4% | $5,056-15.6% | $4,350-1.9% |
| Admin fee / account holder | $320 | $2,003-84.0% | $9,460-96.6% | $1,946-83.6% |