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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BCR WEALTH STRATEGIES Service code 27 · EIN 94-3423851 | Advisory (Plan) | $15,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,944 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,189 | $54,320-24.2% | $67,652-39.1% | $52,331-21.3% |
| Participation rate | 96.4% | 73.6%+22.8pp | 75.7%+20.7pp | 68.1%+28.2pp |
| Annual return | 1.27% | 6.81%-5.5pp | 6625.40%-6624.1pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,461 | $1,544-5.4% | $2,266-35.5% | $1,882-22.4% |
| Participant deferral / active EE | $2,388 | $2,950-19.0% | $3,560-32.9% | $3,022-21.0% |
| Admin fee / account holder | $99 | $527-81.2% | $4,821-97.9% | $592-83.3% |