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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 | $30,437+281.5% | $56,033+107.2% | $74,459+56.0% |
| Participation rate | 95.9% | 32.9%+63.0pp | 52.5%+43.4pp | 67.2%+28.6pp |
| Annual return | 3.86% | 24.96%-21.1pp | 1711.38%-1707.5pp | 1369.70%-1365.8pp |
| Employer contribution / active EE | $8,621 | $610+1313.5% | $1,041+728.2% | $2,626+228.3% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,954-100.0% | $4,350-100.0% |
| Admin fee / account holder | $91 | $2,363-96.1% | $2,827-96.8% | $1,945-95.3% |