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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BCR WEALTH STRATEGIES Service code 27 · EIN 94-3423851 1952 URBAN CENTER PARKWAY · VESTAVIA, AL 35242 | Advisory (Plan) | $19,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,688 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,806 | $60,165-32.2% | $74,184-45.0% | $55,167-26.0% |
| Participation rate | 94.4% | 74.2%+20.2pp | 76.6%+17.8pp | 69.0%+25.4pp |
| Annual return | 4.28% | 10.00%-5.7pp | 17.74%-13.5pp | 169.23%-164.9pp |
| Employer contribution / active EE | $1,794 | $1,600+12.1% | $2,370-24.3% | $1,963-8.6% |
| Participant deferral / active EE | $3,037 | $2,973+2.2% | $3,550-14.5% | $3,054-0.6% |
| Admin fee / account holder | $167 | $419-60.2% | $5,586-97.0% | $504-66.9% |