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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK4 years Service code 15 · EIN 45-0283315 | Recordkeeping | $75,095 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,881 | $44,734-17.6% | $99,479-62.9% | $67,582-45.4% |
| Participation rate | 96.0% | 66.2%+29.8pp | 73.8%+22.1pp | 71.3%+24.7pp |
| Annual return | 28.25% | 32.45%-4.2pp | 30.72%-2.5pp | 378.57%-350.3pp |
| Employer contribution / active EE | $1,259 | $1,261-0.1% | $2,540-50.4% | $2,148-41.4% |
| Participant deferral / active EE | $3,194 | $2,731+17.0% | $3,619-11.7% | $3,539-9.7% |
| Admin fee / account holder | $143 | $120+19.8% | $6,253-97.7% | $142+0.7% |