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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK7 years Service code 15 · EIN 45-0283315 | Recordkeeping | $43,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,076 | $82,978-66.2% | $130,231-78.4% | $74,460-62.3% |
| Participation rate | 41.6% | 73.7%-32.1pp | 76.3%-34.7pp | 70.7%-29.2pp |
| Annual return | 24.22% | 123.05%-98.8pp | 38.86%-14.6pp | 34.38%-10.2pp |
| Employer contribution / active EE | $1,323 | $3,391-61.0% | $4,126-67.9% | $2,638-49.9% |
| Participant deferral / active EE | $3,101 | $5,370-42.3% | $6,799-54.4% | $4,530-31.5% |
| Admin fee / account holder | $162 | $354-54.2% | $6,020-97.3% | $348-53.4% |