Filed February 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
KOVACK SECURITIES INC2 years Filed as: KOVACK ADVISORS, INC. Service code 16 6451 NORTH FEDERAL HWY. · FT. LAUDERDALE, FL 33308 | Consulting | $8,142 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $7,490 |
BPAS2 years Filed as: BPAS TRUST COMPANY OF PUERTO RICO Service code 21 · EIN 66-0795542 | Bank Trustee | $2,035 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,792 | $66,124-89.7% | $90,461-92.5% | $73,497-90.8% |
| Participation rate | 94.7% | 69.7%+25.1pp | 72.7%+22.0pp | 70.7%+24.1pp |
| Annual return | 5.71% | 17.65%-11.9pp | 1294.76%-1289.1pp | 28.51%-22.8pp |
| Employer contribution / active EE | $444 | $2,346-81.1% | $3,264-86.4% | $2,270-80.4% |
| Participant deferral / active EE | $938 | $3,039-69.1% | $3,964-76.3% | $3,740-74.9% |
| Admin fee / account holder | $78 | $396-80.4% | $5,617-98.6% | $513-84.8% |