Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BELL BANK1+ years Service code 15 · EIN 45-0283315 | Recordkeeping | $22,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,114 | $86,294-31.5% | $111,303-46.9% | $85,856-31.1% |
| Participation rate | 50.6% | 73.3%-22.8pp | 77.3%-26.8pp | 69.3%-18.8pp |
| Annual return | 12.37% | 19.99%-7.6pp | 54.66%-42.3pp | 318.58%-306.2pp |
| Employer contribution / active EE | $783 | $2,043-61.7% | $2,731-71.3% | $2,565-69.5% |
| Participant deferral / active EE | $1,913 | $3,641-47.5% | $4,487-57.4% | $3,952-51.6% |
| Admin fee / account holder | $432 | $8,189-94.7% | $7,966-94.6% | $6,261-93.1% |