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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK5 years Service code 15 · EIN 45-0283315 | Recordkeeping | $29,836 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,247 | $95,438-53.6% | $135,982-67.5% | $74,473-40.6% |
| Participation rate | 66.9% | 78.2%-11.3pp | 81.9%-15.0pp | 70.7%-3.8pp |
| Annual return | 135.67% | 32.61%+103.1pp | 68.32%+67.3pp | 34.36%+101.3pp |
| Employer contribution / active EE | $3,100 | $3,878-20.1% | $4,859-36.2% | $2,638+17.5% |
| Participant deferral / active EE | $5,340 | $7,790-31.5% | $7,760-31.2% | $4,530+17.9% |
| Admin fee / account holder | $133 | $259-48.8% | $10,767-98.8% | $347-61.8% |