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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 47-0098400 | Other services; Participant communica... | $33,763 |
Service code 12 · EIN 93-2789379 | Named fiduciary; Participant loan pro... | $15,373 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 26 · EIN 84-1921272 | Advisory (Participants) | $12,424 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,065 |
Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,529 | $129,227-71.0% | $184,256-79.6% | $77,762-51.7% |
| Participation rate | 39.7% | 87.4%-47.7pp | 86.8%-47.2pp | 70.6%-30.9pp |
| Annual return | 403.79% | 33.24%+370.5pp | 28.85%+374.9pp | 31.27%+372.5pp |
| Employer contribution / active EE | $643 | $4,412-85.4% | $6,427-90.0% | $2,728-76.4% |
| Participant deferral / active EE | $1,743 | $7,307-76.1% | $9,133-80.9% | $4,651-62.5% |
| Admin fee / account holder | $167 | $256-34.5% | $13,899-98.8% | $433-61.3% |