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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK1+ years Filed as: BELL STATE BANK & TRUST Service code 15 · EIN 45-0283315 | Recordkeeping | $7,847 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,016 | $54,320-53.9% | $67,652-63.0% | $52,331-52.2% |
| Participation rate | 46.2% | 73.6%-27.4pp | 75.7%-29.5pp | 68.1%-21.9pp |
| Annual return | -2.03% | 6.81%-8.8pp | 6625.40%-6627.4pp | 4.54%-6.6pp |
| Employer contribution / active EE | $336 | $1,544-78.2% | $2,266-85.2% | $1,882-82.2% |
| Participant deferral / active EE | $1,516 | $2,950-48.6% | $3,560-57.4% | $3,022-49.8% |
| Admin fee / account holder | $107 | $527-79.6% | $4,821-97.8% | $592-81.8% |