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 | $512,901 |
Filed as: FIDUCIARY PARTNERS RETIREMENT GROU Service code 31 · EIN 51-0595589 | Named fiduciary | $25,000 |
BKS RETIREMENT SERVICES1 year Service code 16 · EIN 84-1921272 | Consulting | $6,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,984 | $53,565-32.8% | $172,757-79.2% | $82,204-56.2% |
| Participation rate | 98.1% | 69.6%+28.5pp | 82.6%+15.5pp | 73.4%+24.7pp |
| Annual return | 21.50% | 31.42%-9.9pp | 803.06%-781.6pp | 26.31%-4.8pp |
| Employer contribution / active EE | $1,256 | $1,857-32.3% | $5,144-75.6% | $2,707-53.6% |
| Participant deferral / active EE | $4,606 | $3,006+53.2% | $5,198-11.4% | $4,246+8.5% |
| Admin fee / account holder | $85 | $61+38.4% | $13,956-99.4% | $76+12.3% |