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 | $450,622 |
BKS RETIREMENT SERVICES2 years Service code 16 · EIN 84-1921272 | Consulting | $29,128 |
KPMG LLP3 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $17,016 |
Annual investment return 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 | $39,318 | $63,259-37.8% | $178,510-78.0% | $93,223-57.8% |
| Participation rate | 95.0% | 72.1%+22.9pp | 81.9%+13.1pp | 74.9%+20.1pp |
| Annual return | 13.36% | 19.93%-6.6pp | 151.13%-137.8pp | 19.29%-5.9pp |
| Employer contribution / active EE | $1,202 | $1,865-35.5% | $5,011-76.0% | $2,680-55.1% |
| Participant deferral / active EE | $4,438 | $3,372+31.6% | $5,202-14.7% | $4,563-2.7% |
| Admin fee / account holder | $73 | $58+26.5% | $13,988-99.5% | $79-7.3% |