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| Provider | Service type | Compensation |
|---|---|---|
BELL INVESTMENT ADVISORS, INC.10+ years Service code 28 · EIN 94-3129063 | Investment Management | $22,857 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,126 | $34,932+232.4% | $56,441+105.7% | $74,546+55.8% |
| Participation rate | 95.9% | 32.9%+63.0pp | 52.5%+43.4pp | 67.2%+28.7pp |
| Annual return | 3.86% | 24.90%-21.0pp | 1704.21%-1700.4pp | 1366.03%-1362.2pp |
| Employer contribution / active EE | $8,621 | $608+1317.0% | $1,039+729.6% | $2,624+228.5% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $91 | $2,359-96.1% | $2,829-96.8% | $1,944-95.3% |