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| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC1 year Filed as: THREE BELL CAPITAL,LLC Service code 99 | Other Fees | $10,383 |
LPL FINANCIAL1 year Filed as: KW FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $1,460 |
THREE BELL CAPITAL LLC1 year Service code 99 · EIN 43-3567626 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,613 | $80,753-62.1% | $136,298-77.5% | $62,293-50.9% |
| Participation rate | 74.2% | 73.5%+0.7pp | 81.9%-7.7pp | 69.5%+4.7pp |
| Annual return | 13.35% | 35.83%-22.5pp | 5156.27%-5142.9pp | 28.90%-15.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,690 | $5,164-47.9% | $6,247-56.9% | $3,169-15.1% |
| Admin fee / account holder | $9 | $525-98.2% | $9,244-99.9% | $479-98.1% |