| Provider | Service type | Compensation |
|---|---|---|
BELL BANK1 year Service code 15 · EIN 45-0283315 | Recordkeeping | $28,855 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,087 | $35,600-91.3% | $87,502-96.5% | $63,975-95.2% |
| Participation rate | 77.7% | 56.1%+21.6pp | 73.8%+3.9pp | 71.1%+6.6pp |
| Annual return | 13.24% | 17.86%-4.6pp | 12.21%+1.0pp | 48.65%-35.4pp |
| Employer contribution / active EE | $0 | $854-100.0% | $2,550-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $357 | $1,660-78.5% | $3,149-88.7% | $3,356-89.4% |
| Admin fee / account holder | $14 | $51-72.4% | $4,221-99.7% | $70-80.1% |