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| 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,900+186.8% | $94,057+39.9% | $64,340+104.6% |
| Participation rate | 72.8% | 50.6%+22.2pp | 73.3%-0.6pp | 55.2%+17.5pp |
| Annual return | 10.92% | 50.47%-39.5pp | 480.62%-469.7pp | 24.14%-13.2pp |
| Employer contribution / active EE | $2,945 | $1,612+82.7% | $2,933+0.4% | $1,862+58.2% |
| Participant deferral / active EE | $1,173 | $2,102-44.2% | $4,709-75.1% | $2,980-60.6% |
| Admin fee / account holder | $310 | $3,143-90.1% | $7,244-95.7% | $3,703-91.6% |