Filed March 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
BUKATY COMPANIES O'RENICK WEALTH2+ years Filed as: BUKATY COMPANIES FINANCIAL SERVICE Service code 28 · EIN 43-1451524 | Investment Management | $36,000 |
Filed as: COCHRAN HEAD VICK & CO Service code 16 · EIN 48-1028532 | Consulting | $9,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,357 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $546 |
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.
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 | $56,403 | $74,024-23.8% | $78,002-27.7% | $57,658-2.2% |
| Participation rate | 90.4% | 79.7%+10.6pp | 75.5%+14.8pp | 70.2%+20.1pp |
| Annual return | 6.57% | 12.14%-5.6pp | 425.99%-419.4pp | 5.13%+1.4pp |
| Employer contribution / active EE | $28 | $2,365-98.8% | $2,470-98.9% | $1,974-98.6% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $88 | $93-5.2% | $5,481-98.4% | $95-6.5% |