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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 | $75,058+243.7% | $152,301+69.4% | $64,340+301.0% |
| Participation rate | 98.6% | 60.9%+37.6pp | 82.4%+16.1pp | 55.2%+43.3pp |
| Annual return | 9.31% | 29.93%-20.6pp | 80.50%-71.2pp | 24.14%-14.8pp |
| Employer contribution / active EE | $2,600 | $2,605-0.2% | $4,624-43.8% | $1,862+39.7% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $32 | $4,050-99.2% | $14,398-99.8% | $3,703-99.1% |