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| Provider | Service type | Compensation |
|---|---|---|
BCS FINANCIAL, LLC7+ years Service code 28 · EIN 62-1731672 | Investment Management | $13,667 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 21.77% | 7.73%+14.0pp | 36.37%-14.6pp | 9.30%+12.5pp |
| Employer contribution / active EE | $50,000 | $59,889-16.5% | $37,223+34.3% | $43,748+14.3% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |