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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 | $88,360+192.0% | $145,433+77.4% | $67,986+279.5% |
| Participation rate | 98.6% | 65.5%+33.1pp | 82.1%+16.4pp | 57.2%+41.3pp |
| Annual return | 9.31% | 63.15%-53.8pp | 66.58%-57.3pp | 31.67%-22.4pp |
| Employer contribution / active EE | $2,600 | $3,054-14.9% | $4,554-42.9% | $2,019+28.8% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $32 | $3,313-99.0% | $13,129-99.8% | $3,203-99.0% |