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| Provider | Service type | Compensation |
|---|---|---|
BKS RETIREMENT SERVICES4 years Filed as: BKS FINANCIAL INVESTMENTS LLC DBA B Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $42,514 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,803 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,502 |
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 | $107,967 | $102,422+5.4% | $147,117-26.6% | $80,959+33.4% |
| Participation rate | 72.3% | 75.9%-3.6pp | 82.2%-9.9pp | 67.7%+4.6pp |
| Annual return | 13.57% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,490 | $3,717-33.0% | $4,932-49.5% | $2,757-9.7% |
| Participant deferral / active EE | $10,770 | $6,652+61.9% | $8,065+33.5% | $4,300+150.4% |
| Admin fee / account holder | $508 | $7,953-93.6% | $12,993-96.1% | $6,925-92.7% |