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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK6 years Service code 15 · EIN 45-0283315 | Recordkeeping | $42,660 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,074 | $65,437+63.6% | $86,698+23.5% | $66,949+59.9% |
| Participation rate | 99.1% | 75.5%+23.7pp | 76.6%+22.5pp | 69.8%+29.3pp |
| Annual return | -15.81% | -10.91%-4.9pp | 35.96%-51.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $1,356 | $2,154-37.0% | $2,837-52.2% | $2,545-46.7% |
| Participant deferral / active EE | $4,505 | $4,102+9.8% | $4,656-3.3% | $4,239+6.3% |
| Admin fee / account holder | $286 | $642-55.4% | $7,492-96.2% | $594-51.8% |