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 | $342,511 |
BKS RETIREMENT SERVICES5 years 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 | $10,890 |
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 | $50,065 | $59,312-15.6% | $149,740-66.6% | $103,657-51.7% |
| Participation rate | 79.8% | 70.3%+9.5pp | 78.8%+1.0pp | 73.4%+6.4pp |
| Annual return | 17.63% | 78.03%-60.4pp | 134.51%-116.9pp | 33.13%-15.5pp |
| Employer contribution / active EE | $1,274 | $2,187-41.7% | $4,821-73.6% | $3,216-60.4% |
| Participant deferral / active EE | $4,726 | $3,719+27.1% | $5,683-16.9% | $5,218-9.4% |
| Admin fee / account holder | $51 | $103-50.7% | $13,222-99.6% | $114-55.6% |