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| Provider | Service type | Compensation |
|---|---|---|
BELL INVESTMENT ADVISORS, INC.3+ years Service code 27 · EIN 94-3129063 | Advisory (Plan) | $11,254 |
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 | $113,185 | $31,388+260.6% | $73,550+53.9% | $62,293+81.7% |
| Participation rate | 100.0% | 39.9%+60.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 5.83% | 25.34%-19.5pp | -15.16%+21.0pp | 28.90%-23.1pp |
| Employer contribution / active EE | $6,678 | $498+1241.1% | $1,219+447.8% | $2,042+227.0% |
| Participant deferral / active EE | $0 | $1,028-100.0% | $1,804-100.0% | $3,169-100.0% |
| Admin fee / account holder | $50 | $299-83.4% | $2,320-97.9% | $479-89.6% |