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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK5 years Service code 15 · EIN 45-0283315 | Recordkeeping | $61,106 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,996 | $91,517+16.9% | $101,271+5.7% | $73,412+45.7% |
| Participation rate | 83.5% | 73.8%+9.7pp | 75.8%+7.7pp | 72.2%+11.3pp |
| Annual return | 20.13% | 17.17%+3.0pp | 46.48%-26.3pp | 59.30%-39.2pp |
| Employer contribution / active EE | $829 | $2,877-71.2% | $3,660-77.3% | $2,234-62.9% |
| Participant deferral / active EE | $2,962 | $3,338-11.3% | $4,371-32.2% | $3,806-22.2% |
| Admin fee / account holder | $224 | $216+3.7% | $5,948-96.2% | $158+41.8% |