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 BANK9 years Service code 15 · EIN 45-0283315 | Recordkeeping | $53,601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,630 | $47,553+176.8% | $136,867-3.8% | $69,733+88.8% |
| Participation rate | 72.8% | 61.4%+11.4pp | 74.5%-1.8pp | 62.5%+10.3pp |
| Annual return | 10.92% | -91.50%+102.4pp | 42.97%-32.1pp | 15.22%-4.3pp |
| Employer contribution / active EE | $2,945 | $2,087+41.1% | $3,547-17.0% | $2,250+30.9% |
| Participant deferral / active EE | $1,173 | $2,300-49.0% | $4,924-76.2% | $3,054-61.6% |
| Admin fee / account holder | $310 | $3,496-91.1% | $10,340-97.0% | $3,102-90.0% |