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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK2 years Service code 28 · EIN 45-0283315 | Investment Management | $5,788 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,980 | $90,107+186.3% | $182,262+41.5% | $69,733+270.0% |
| Participation rate | 98.6% | 64.8%+33.7pp | 84.2%+14.3pp | 62.5%+36.1pp |
| Annual return | 9.31% | 95.58%-86.3pp | 140.60%-131.3pp | 15.22%-5.9pp |
| Employer contribution / active EE | $2,600 | $3,043-14.6% | $5,046-48.5% | $2,250+15.5% |
| Participant deferral / active EE | $0 | $5,135-100.0% | $8,276-100.0% | $3,054-100.0% |
| Admin fee / account holder | $32 | $3,377-99.0% | $16,712-99.8% | $3,102-99.0% |