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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK6 years Service code 15 · EIN 45-0283315 | Recordkeeping | $26,283 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,991 | $65,453-35.8% | $86,698-51.6% | $66,938-37.3% |
| Participation rate | 84.5% | 75.5%+9.1pp | 76.6%+8.0pp | 69.8%+14.7pp |
| Annual return | -14.73% | -10.89%-3.8pp | 35.95%-50.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $679 | $2,154-68.5% | $2,837-76.1% | $2,545-73.3% |
| Participant deferral / active EE | $3,818 | $4,102-6.9% | $4,656-18.0% | $4,238-9.9% |
| Admin fee / account holder | $215 | $642-66.4% | $7,493-97.1% | $594-63.7% |