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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,980 | $100,923+155.6% | $150,045+71.9% | $74,304+247.2% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.3%+16.2pp | 60.3%+38.2pp |
| Annual return | 9.31% | 51.77%-42.5pp | 62.55%-53.2pp | 29.43%-20.1pp |
| Employer contribution / active EE | $2,600 | $3,463-24.9% | $4,693-44.6% | $2,241+16.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $32 | $2,767-98.8% | $13,435-99.8% | $2,969-98.9% |