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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK7 years Service code 15 · EIN 45-0283315 | Recordkeeping | $30,734 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,353 | $64,119+1.9% | $112,228-41.8% | $66,914-2.3% |
| Participation rate | 42.9% | 68.5%-25.6pp | 75.1%-32.2pp | 69.8%-26.9pp |
| Annual return | -18.20% | -13.81%-4.4pp | 27.45%-45.7pp | 1.58%-19.8pp |
| Employer contribution / active EE | $382 | $3,005-87.3% | $3,635-89.5% | $2,544-85.0% |
| Participant deferral / active EE | $2,203 | $3,693-40.3% | $4,728-53.4% | $4,237-48.0% |
| Admin fee / account holder | $375 | $625-40.1% | $6,410-94.2% | $593-36.8% |