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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BCR WEALTH STRATEGIES Service code 27 · EIN 94-3423851 | Advisory (Plan) | $17,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,025 |
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 | $44,874 | $64,909-30.9% | $82,312-45.5% | $62,293-28.0% |
| Participation rate | 96.1% | 74.9%+21.2pp | 76.9%+19.2pp | 69.5%+26.5pp |
| Annual return | 14.89% | 21.18%-6.3pp | 25.88%-11.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,806 | $1,676+7.8% | $2,428-25.6% | $2,042-11.6% |
| Participant deferral / active EE | $3,218 | $3,103+3.7% | $3,706-13.2% | $3,169+1.6% |
| Admin fee / account holder | $137 | $440-68.7% | $5,608-97.5% | $479-71.3% |