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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK4 years Service code 15 · EIN 45-0283315 | Recordkeeping | $19,994 |
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).
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 | $38,590 | $73,638-47.6% | $95,960-59.8% | $73,493-47.5% |
| Participation rate | 81.9% | 76.2%+5.7pp | 77.1%+4.8pp | 70.7%+11.2pp |
| Annual return | 19.21% | 16.78%+2.4pp | 91.63%-72.4pp | 28.51%-9.3pp |
| Employer contribution / active EE | $507 | $1,863-72.8% | $2,541-80.0% | $2,270-77.7% |
| Participant deferral / active EE | $3,115 | $3,617-13.9% | $4,167-25.2% | $3,740-16.7% |
| Admin fee / account holder | $163 | $482-66.3% | $6,797-97.6% | $513-68.3% |