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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK8 years Service code 15 · EIN 45-0283315 | Recordkeeping | $54,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,634 | $89,588-58.0% | $133,698-71.9% | $77,762-51.6% |
| Participation rate | 42.4% | 74.3%-31.9pp | 76.4%-34.0pp | 70.6%-28.2pp |
| Annual return | 16.87% | 17.42%-0.5pp | 580.90%-564.0pp | 31.27%-14.4pp |
| Employer contribution / active EE | $1,692 | $3,491-51.5% | $4,218-59.9% | $2,728-38.0% |
| Participant deferral / active EE | $3,882 | $5,592-30.6% | $7,016-44.7% | $4,651-16.5% |
| Admin fee / account holder | $201 | $539-62.7% | $6,703-97.0% | $433-53.5% |