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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 47-0098400 | Participant loan processing; Contract... | $179,622 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 26 · EIN 84-1921272 | Advisory (Participants) | $29,982 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,641 | $52,660-87.4% | $86,612-92.3% | $80,160-91.7% |
| Participation rate | 45.8% | 62.4%-16.6pp | 71.7%-25.9pp | 72.9%-27.1pp |
| Annual return | 31.75% | 24.87%+6.9pp | 591.07%-559.3pp | 40.38%-8.6pp |
| Employer contribution / active EE | $174 | $2,140-91.9% | $3,022-94.2% | $2,978-94.1% |
| Participant deferral / active EE | $798 | $3,215-75.2% | $4,438-82.0% | $5,017-84.1% |
| Admin fee / account holder | $61 | $113-46.2% | $5,614-98.9% | $145-58.1% |