Filed December 2, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $197,373 |
BKS RETIREMENT SERVICES3 years Filed as: BKS RETRIEMENT SERVICES Service code 16 · EIN 84-1921272 | Consulting | $25,000 |
PYA WALTMAN CAPITAL LLC1 year Filed as: PYA PC. Service code 10 · EIN 62-1517792 | Accounting | $8,601 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,659 | $59,312-38.2% | $149,740-75.5% | $103,657-64.6% |
| Participation rate | 78.9% | 70.3%+8.6pp | 78.8%+0.1pp | 73.4%+5.5pp |
| Annual return | 15.23% | 78.03%-62.8pp | 134.51%-119.3pp | 33.13%-17.9pp |
| Employer contribution / active EE | $1,425 | $2,187-34.8% | $4,821-70.4% | $3,216-55.7% |
| Participant deferral / active EE | $0 | $3,719-100.0% | $5,683-100.0% | $5,218-100.0% |
| Admin fee / account holder | $48 | $103-53.3% | $13,222-99.6% | $114-58.0% |