Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BKS RETIREMENT SERVICES1 year Service code 99 · EIN 84-1921272 | Other Fees | $5,225 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,065 | $84,499-46.7% | $125,391-64.1% | $66,949-32.7% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.7pp | 69.8%+28.3pp |
| Annual return | -19.90% | -8.49%-11.4pp | 572.41%-592.3pp | 1.57%-21.5pp |
| Employer contribution / active EE | $3,132 | $3,554-11.9% | $4,816-35.0% | $2,545+23.1% |
| Participant deferral / active EE | $7,156 | $6,785+5.5% | $7,448-3.9% | $4,239+68.8% |
| Admin fee / account holder | $327 | $685-52.3% | $10,009-96.7% | $594-45.0% |