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| Provider | Service type | Compensation |
|---|---|---|
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 27 · EIN 84-1921272 | Advisory (Plan) | $31,906 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,960 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,947 |
Service code 27 · EIN 04-3630395 | Advisory (Plan) | $9,573 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,810 | $65,428+158.0% | $169,397-0.3% | $71,529+136.0% |
| Participation rate | 63.1% | 66.9%-3.8pp | 77.2%-14.1pp | 67.9%-4.9pp |
| Annual return | 19.51% | 21.35%-1.8pp | 406.23%-386.7pp | 28.97%-9.5pp |
| Employer contribution / active EE | $5,048 | $2,064+144.6% | $4,013+25.8% | $2,590+94.9% |
| Participant deferral / active EE | $8,755 | $4,360+100.8% | $6,223+40.7% | $4,291+104.0% |
| Admin fee / account holder | $614 | $1,328-53.8% | $9,017-93.2% | $1,588-61.3% |