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 | $329,553 |
BKS RETIREMENT SERVICES3 years Service code 27 · EIN 84-1921272 | Advisory (Plan) | $25,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,503 | $69,238-34.3% | $185,854-75.5% | $101,555-55.2% |
| Participation rate | 94.2% | 73.5%+20.7pp | 81.7%+12.5pp | 74.5%+19.6pp |
| Annual return | 15.20% | 21.26%-6.1pp | 122.12%-106.9pp | 21.00%-5.8pp |
| Employer contribution / active EE | $1,255 | $2,104-40.4% | $5,169-75.7% | $2,972-57.8% |
| Participant deferral / active EE | $4,855 | $3,764+29.0% | $5,569-12.8% | $4,874-0.4% |
| Admin fee / account holder | $50 | $66-24.9% | $16,246-99.7% | $139-64.3% |