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 | $366,178 |
BKS RETIREMENT SERVICES4 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,068 | $52,346-27.3% | $143,801-73.5% | $78,104-51.3% |
| Participation rate | 94.2% | 72.7%+21.5pp | 80.3%+13.9pp | 74.5%+19.7pp |
| Annual return | -14.60% | -14.19%-0.4pp | -0.04%-14.6pp | 10.90%-25.5pp |
| Employer contribution / active EE | $1,351 | $2,131-36.6% | $4,952-72.7% | $3,128-56.8% |
| Participant deferral / active EE | $5,463 | $3,800+43.8% | $5,639-3.1% | $5,089+7.4% |
| Admin fee / account holder | $50 | $63-21.9% | $14,680-99.7% | $79-37.2% |