Filed December 2, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $207,672 |
BKS RETIREMENT SERVICES2 years Filed as: BKS RETRIEMENT SERVICES Service code 27 · EIN 84-1921272 | Advisory (Plan) | $25,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,683 | $45,000-22.9% | $143,801-75.9% | $77,906-55.5% |
| Participation rate | 81.5% | 66.8%+14.7pp | 80.3%+1.2pp | 73.7%+7.8pp |
| Annual return | -14.29% | 29.03%-43.3pp | -0.04%-14.2pp | 12.16%-26.4pp |
| Employer contribution / active EE | $1,474 | $1,870-21.2% | $4,952-70.2% | $2,846-48.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $52 | $98-47.2% | $14,680-99.6% | $133-60.8% |