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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK5 years Service code 15 · EIN 45-0283315 | Recordkeeping | $18,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,457 | $69,362+14.6% | $101,248-21.5% | $73,488+8.1% |
| Participation rate | 38.8% | 68.4%-29.6pp | 75.8%-37.0pp | 70.7%-31.9pp |
| Annual return | 13.81% | 18.46%-4.7pp | 46.47%-32.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $359 | $2,628-86.4% | $3,660-90.2% | $2,270-84.2% |
| Participant deferral / active EE | $1,888 | $3,300-42.8% | $4,370-56.8% | $3,740-49.5% |
| Admin fee / account holder | $269 | $704-61.8% | $5,945-95.5% | $513-47.6% |