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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 | $79,181+72.5% | $102,423+33.4% | $74,429+83.5% |
| Participation rate | 96.7% | 74.8%+22.0pp | 76.5%+20.2pp | 67.2%+29.5pp |
| Annual return | 14.66% | 54.97%-40.3pp | 29.42%-14.8pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $2,082 | $2,362-11.9% | $3,023-31.1% | $2,625-20.7% |
| Participant deferral / active EE | $4,268 | $4,416-3.3% | $5,054-15.5% | $4,348-1.8% |
| Admin fee / account holder | $320 | $2,002-84.0% | $9,455-96.6% | $1,944-83.5% |