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| Provider | Service type | Compensation |
|---|---|---|
BELL INVESTMENT ADVISORS, INC.8+ years Service code 27 · EIN 94-3129063 | Advisory (Plan) | $19,987 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,836 | $26,549+355.1% | $61,501+96.5% | $66,949+80.5% |
| Participation rate | 97.9% | 38.1%+59.8pp | 52.6%+45.3pp | 69.8%+28.1pp |
| Annual return | 4.35% | -16.21%+20.6pp | 339.04%-334.7pp | 1.57%+2.8pp |
| Employer contribution / active EE | $8,865 | $651+1260.9% | $1,160+664.5% | $2,545+248.3% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,239-100.0% |
| Admin fee / account holder | $85 | $409-79.2% | $2,132-96.0% | $594-85.7% |