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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $18,161 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 26 · EIN 84-1921272 | Advisory (Participants) | $6,117 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $703 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,197 | $45,031-64.0% | $84,966-80.9% | $77,643-79.1% |
| Participation rate | 41.8% | 48.7%-6.9pp | 67.5%-25.7pp | 70.6%-28.8pp |
| Annual return | -11.99% | 79.22%-91.2pp | 66.38%-78.4pp | 31.24%-43.2pp |
| Employer contribution / active EE | $637 | $1,609-60.4% | $2,727-76.6% | $2,726-76.6% |
| Participant deferral / active EE | $1,194 | $2,807-57.5% | $4,519-73.6% | $4,647-74.3% |
| Admin fee / account holder | $155 | $912-83.0% | $6,149-97.5% | $430-64.0% |