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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK3 years Service code 15 · EIN 45-0283315 | Recordkeeping | $15,892 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,300 | $65,376-49.1% | $87,104-61.8% | $65,185-48.9% |
| Participation rate | 65.1% | 75.3%-10.3pp | 76.9%-11.8pp | 70.2%-5.1pp |
| Annual return | 69.34% | 31.27%+38.1pp | 28.19%+41.2pp | 29.38%+40.0pp |
| Employer contribution / active EE | $409 | $1,822-77.6% | $2,521-83.8% | $2,177-81.2% |
| Participant deferral / active EE | $2,440 | $3,388-28.0% | $4,048-39.7% | $3,514-30.6% |
| Admin fee / account holder | $137 | $520-73.6% | $7,491-98.2% | $847-83.8% |