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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 68-0567456 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $18,662 |
BCJ CAPITAL MANAGEMENT LLC4 years Service code 99 · EIN 82-3738447 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $110,921 | $65,125+70.3% | $143,797-22.9% | $66,949+65.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.99% | -11.13%-3.9pp | -0.04%-14.9pp | 1.57%-16.6pp |
| Employer contribution / active EE | $7,239 | $2,362+206.4% | $4,952+46.2% | $2,545+184.4% |
| Participant deferral / active EE | $5,051 | $2,920+73.0% | $5,638-10.4% | $4,239+19.2% |
| Admin fee / account holder | $475 | $503-5.6% | $14,679-96.8% | $594-20.0% |