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 | $31,684 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,335 | $59,191+47.5% | $76,767+13.8% | $56,289+55.2% |
| Participation rate | 99.1% | 75.2%+23.9pp | 77.0%+22.1pp | 69.9%+29.2pp |
| Annual return | -7.02% | 6.62%-13.6pp | 2.43%-9.4pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,445 | $1,759-17.8% | $2,485-41.9% | $2,111-31.6% |
| Participant deferral / active EE | $4,854 | $3,255+49.1% | $3,852+26.0% | $3,350+44.9% |
| Admin fee / account holder | $287 | $489-41.4% | $6,675-95.7% | $521-45.0% |