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| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC4 years Filed as: THREE BELL CAPITAL, LLC Service code 99 | Other Fees | $25,429 |
THREE BELL CAPITAL LLC9 years Filed as: THREE BELL CAPITAL,LLC Service code 99 · EIN 45-3567626 | Other Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,656 | $110,483-65.0% | $145,433-73.4% | $79,634-51.5% |
| Participation rate | 74.6% | 71.1%+3.5pp | 82.1%-7.5pp | 62.5%+12.1pp |
| Annual return | 16.09% | 24.62%-8.5pp | 66.58%-50.5pp | 36.46%-20.4pp |
| Employer contribution / active EE | $1,011 | $4,053-75.1% | $4,554-77.8% | $2,529-60.0% |
| Participant deferral / active EE | $3,081 | $7,216-57.3% | $7,897-61.0% | $3,835-19.6% |
| Admin fee / account holder | $44 | $680-93.6% | $13,129-99.7% | $1,002-95.6% |