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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK1 year Service code 28 · EIN 45-0283315 | Investment Management | $5,024 |
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 | $268,630 | $101,591+164.4% | $147,096+82.6% | $74,429+260.9% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 8.05% | 8746.45%-8738.4pp | 419.75%-411.7pp | 1368.38%-1360.3pp |
| Employer contribution / active EE | $5,151 | $3,813+35.1% | $4,936+4.4% | $2,625+96.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $30 | $1,750-98.3% | $13,005-99.8% | $1,944-98.4% |