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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 | $47,105+179.4% | $68,368+92.5% | $67,986+93.6% |
| Participation rate | 72.8% | 51.8%+21.0pp | 73.8%-1.0pp | 57.2%+15.6pp |
| Annual return | 10.92% | 48.37%-37.5pp | 292.57%-281.7pp | 31.67%-20.7pp |
| Employer contribution / active EE | $2,945 | $1,859+58.5% | $2,649+11.2% | $2,019+45.9% |
| Participant deferral / active EE | $1,173 | $2,374-50.6% | $4,123-71.6% | $3,358-65.1% |
| Admin fee / account holder | $310 | $2,435-87.3% | $5,150-94.0% | $3,203-90.3% |