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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,830 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,761 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 27 · EIN 84-1921272 | Advisory (Plan) | $6,889 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,281 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,275 | $104,479-48.1% | $159,474-66.0% | $79,391-31.6% |
| Participation rate | 76.1% | 76.6%-0.6pp | 82.8%-6.8pp | 70.7%+5.3pp |
| Annual return | 17.04% | 67.98%-50.9pp | 263.68%-246.6pp | 116.88%-99.8pp |
| Employer contribution / active EE | $2,167 | $3,417-36.6% | $4,831-55.1% | $2,428-10.8% |
| Participant deferral / active EE | $4,102 | $6,468-36.6% | $7,353-44.2% | $4,046+1.4% |
| Admin fee / account holder | $412 | $711-42.1% | $10,802-96.2% | $627-34.2% |