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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 | $101,499-37.7% | $147,005-57.0% | $74,546-15.2% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 18.29% | 8732.34%-8714.1pp | 418.76%-400.5pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $5,461 | $3,811+43.3% | $4,934+10.7% | $2,624+108.1% |
| Participant deferral / active EE | $10,655 | $7,304+45.9% | $8,070+32.0% | $4,347+145.1% |
| Admin fee / account holder | $247 | $1,748-85.9% | $13,006-98.1% | $1,944-87.3% |