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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK5 years Service code 15 · EIN 45-0283315 | Recordkeeping | $94,332 |
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 | $45,473 | $51,447-11.6% | $104,639-56.5% | $73,412-38.1% |
| Participation rate | 93.5% | 68.2%+25.3pp | 74.1%+19.4pp | 72.2%+21.3pp |
| Annual return | 27.15% | 25.06%+2.1pp | 340.67%-313.5pp | 59.30%-32.1pp |
| Employer contribution / active EE | $1,204 | $1,441-16.5% | $2,682-55.1% | $2,234-46.1% |
| Participant deferral / active EE | $3,018 | $3,058-1.3% | $3,738-19.3% | $3,806-20.7% |
| Admin fee / account holder | $176 | $122+44.3% | $6,465-97.3% | $158+11.5% |