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| Provider | Service type | Compensation |
|---|---|---|
BCS FINANCIAL, LLC6+ years Service code 28 · EIN 62-1731672 | Investment Management | $16,237 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $120,737-100.0% | $91,826-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 7.33% | 4.61%+2.7pp | 793.01%-785.7pp | 259.17%-251.8pp |
| Employer contribution / active EE | $59,953 | $40,806+46.9% | $27,004+122.0% | $41,471+44.6% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,502-100.0% |