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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK7 years Service code 15 · EIN 45-0283315 | Recordkeeping | $90,383 |
HAYS COMPANIES2 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 26 80 SOUTH 8TH STREET, #700 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $33,049 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,548 | $42,901-14.8% | $91,225-59.9% | $64,819-43.6% |
| Participation rate | 94.4% | 68.1%+26.3pp | 73.2%+21.2pp | 71.5%+23.0pp |
| Annual return | -24.46% | -13.53%-10.9pp | 114.12%-138.6pp | 32.84%-57.3pp |
| Employer contribution / active EE | $1,292 | $1,571-17.7% | $2,851-54.7% | $2,507-48.4% |
| Participant deferral / active EE | $3,287 | $3,501-6.1% | $4,233-22.4% | $4,311-23.8% |
| Admin fee / account holder | $211 | $131+61.2% | $5,422-96.1% | $188+12.5% |