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 | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,659 | $59,339-38.2% | $149,673-75.5% | $103,482-64.6% |
| Participation rate | 78.9% | 70.2%+8.7pp | 78.8%+0.1pp | 73.3%+5.6pp |
| Annual return | 15.23% | 77.78%-62.5pp | 134.42%-119.2pp | 33.11%-17.9pp |
| Employer contribution / active EE | $1,425 | $2,178-34.6% | $4,818-70.4% | $3,208-55.6% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $48 | $103-53.5% | $13,210-99.6% | $114-58.0% |