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| Provider | Service type | Compensation |
|---|---|---|
BELL INVESTMENT ADVISORS, INC.6+ years Service code 27 · EIN 94-3129063 | Advisory (Plan) | $21,650 |
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 | $112,401 | $35,986+212.3% | $77,552+44.9% | $73,497+52.9% |
| Participation rate | 100.0% | 40.8%+59.2pp | 54.2%+45.8pp | 70.7%+29.3pp |
| Annual return | 7.83% | 19.26%-11.4pp | 54.82%-47.0pp | 28.51%-20.7pp |
| Employer contribution / active EE | $9,494 | $557+1603.2% | $987+862.2% | $2,270+318.2% |
| Participant deferral / active EE | $0 | $1,198-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $85 | $466-81.7% | $2,859-97.0% | $513-83.4% |