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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK6 years Service code 15 · EIN 45-0283315 | Recordkeeping | $43,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,242 | $106,264-45.2% | $147,117-60.4% | $77,762-25.1% |
| Participation rate | 37.9% | 78.4%-40.6pp | 82.2%-44.3pp | 70.6%-32.7pp |
| Annual return | 19.37% | 56.94%-37.6pp | 420.54%-401.2pp | 31.27%-11.9pp |
| Employer contribution / active EE | $1,717 | $4,074-57.9% | $4,932-65.2% | $2,728-37.1% |
| Participant deferral / active EE | $3,419 | $8,003-57.3% | $8,065-57.6% | $4,651-26.5% |
| Admin fee / account holder | $188 | $334-43.9% | $12,993-98.6% | $433-56.6% |