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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK4 years Service code 15 · EIN 45-0283315 | Recordkeeping | $51,274 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,137 | $66,124+43.9% | $90,404+5.2% | $73,488+29.5% |
| Participation rate | 82.1% | 69.7%+12.4pp | 72.7%+9.4pp | 70.7%+11.4pp |
| Annual return | 4.43% | 17.65%-13.2pp | 1293.02%-1288.6pp | 28.51%-24.1pp |
| Employer contribution / active EE | $3,181 | $2,346+35.6% | $3,262-2.5% | $2,270+40.1% |
| Participant deferral / active EE | $1,338 | $3,039-56.0% | $3,963-66.2% | $3,740-64.2% |
| Admin fee / account holder | $264 | $396-33.3% | $5,611-95.3% | $513-48.5% |