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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK4 years Service code 15 · EIN 45-0283315 | Recordkeeping | $44,945 |
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 | $116,583 | $73,638+58.3% | $95,964+21.5% | $73,497+58.6% |
| Participation rate | 99.2% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 18.32% | 16.78%+1.5pp | 91.64%-73.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,260 | $1,863-32.4% | $2,541-50.4% | $2,270-44.5% |
| Participant deferral / active EE | $4,233 | $3,617+17.0% | $4,167+1.6% | $3,740+13.2% |
| Admin fee / account holder | $296 | $482-38.7% | $6,797-95.6% | $513-42.4% |