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| Provider | Service type | Compensation |
|---|---|---|
BELL INVESTMENT ADVISORS, INC.2+ years Service code 27 · EIN 94-3129063 | Advisory (Plan) | $8,667 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,701 | $25,723+318.7% | $69,182+55.7% | $55,167+95.2% |
| Participation rate | 98.0% | 39.4%+58.6pp | 55.1%+42.9pp | 69.0%+29.0pp |
| Annual return | 10.38% | 9.56%+0.8pp | -21.93%+32.3pp | 169.23%-158.9pp |
| Employer contribution / active EE | $6,640 | $480+1282.0% | $1,206+450.5% | $1,963+238.3% |
| Participant deferral / active EE | $0 | $963-100.0% | $1,897-100.0% | $3,054-100.0% |
| Admin fee / account holder | $39 | $365-89.2% | $2,697-98.5% | $504-92.2% |