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| Provider | Service type | Compensation |
|---|---|---|
BCGM WEALTH MANAGEMENT LLC4 years Service code 27 · EIN 84-3549316 | Advisory (Plan) | $51,116 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,805 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,393 | $57,739+34.0% | $112,273-31.1% | $74,460+3.9% |
| Participation rate | 85.9% | 55.6%+30.3pp | 72.4%+13.5pp | 70.7%+15.2pp |
| Annual return | 18.04% | 19.52%-1.5pp | 30.23%-12.2pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,314 | $1,675+38.2% | $3,431-32.6% | $2,638-12.3% |
| Participant deferral / active EE | $4,554 | $2,891+57.5% | $4,800-5.1% | $4,530+0.5% |
| Admin fee / account holder | $55 | $462-88.1% | $7,752-99.3% | $348-84.1% |