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| Provider | Service type | Compensation |
|---|---|---|
BKS RETIREMENT SERVICES3 years Service code 17 · EIN 84-1921272 | Pension Consulting | $17,667 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Consulting (pension); Recordkeeping a... | $10,982 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,169 | $69,012-5.6% | $160,009-59.3% | $68,486-4.8% |
| Participation rate | 63.5% | 65.4%-1.9pp | 78.0%-14.4pp | 67.9%-4.4pp |
| Annual return | -17.03% | -9.65%-7.4pp | 408.85%-425.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,709 | $2,212-22.8% | $4,225-59.6% | $2,597-34.2% |
| Participant deferral / active EE | $3,864 | $4,212-8.3% | $6,183-37.5% | $4,028-4.1% |
| Admin fee / account holder | $306 | $4,798-93.6% | $8,715-96.5% | $5,404-94.3% |