Filed April 9, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BUKATY COMPANIES FINANCIAL SERVICES Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD., STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $12,109 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,906 | $37,213-38.4% | $156,551-85.4% | $63,975-64.2% |
| Participation rate | 7.5% | 65.0%-57.5pp | 84.0%-76.5pp | 71.1%-63.6pp |
| Annual return | 9.46% | 47.89%-38.4pp | 32.23%-22.8pp | 48.65%-39.2pp |
| Employer contribution / active EE | $47 | $1,357-96.5% | $5,501-99.1% | $2,182-97.8% |
| Participant deferral / active EE | $276 | $2,070-86.7% | $4,871-94.3% | $3,356-91.8% |
| Admin fee / account holder | $53 | $56-5.0% | $13,028-99.6% | $70-24.0% |