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| Provider | Service type | Compensation |
|---|---|---|
BELL BANK2 years Service code 15 · EIN 45-0283315 | Recordkeeping | $48,636 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,208 | $101,672-37.8% | $147,117-57.0% | $74,478-15.1% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 18.29% | 8757.83%-8739.5pp | 420.54%-402.2pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $5,461 | $3,813+43.2% | $4,932+10.7% | $2,626+107.9% |
| Participant deferral / active EE | $10,655 | $7,305+45.9% | $8,065+32.1% | $4,350+144.9% |
| Admin fee / account holder | $247 | $1,753-85.9% | $12,993-98.1% | $1,946-87.3% |