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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK6 years Service code 15 · EIN 45-0283315 | Recordkeeping | $25,340 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,264 | $77,677+13.6% | $109,173-19.2% | $79,391+11.2% |
| Participation rate | 39.8% | 67.8%-28.0pp | 75.9%-36.1pp | 70.7%-31.0pp |
| Annual return | 18.71% | 23.44%-4.7pp | 25.75%-7.0pp | 116.88%-98.2pp |
| Employer contribution / active EE | $347 | $2,798-87.6% | $3,723-90.7% | $2,428-85.7% |
| Participant deferral / active EE | $1,880 | $3,517-46.6% | $4,654-59.6% | $4,046-53.5% |
| Admin fee / account holder | $338 | $732-53.9% | $6,755-95.0% | $627-46.1% |