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| Provider | Service type | Compensation |
|---|---|---|
BAM ADVISOR SERVICES2+ years Filed as: BAM ADVISOR SERVICES LLC Service code 26 · EIN 20-8307105 | Advisory (Participants) | $32,079 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,056 | $42,546-22.3% | $71,796-54.0% | $55,167-40.1% |
| Participation rate | 40.8% | 59.1%-18.4pp | 69.1%-28.4pp | 69.0%-28.2pp |
| Annual return | 7.96% | 12.36%-4.4pp | 78.04%-70.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $181 | $803-77.5% | $1,924-90.6% | $1,963-90.8% |
| Participant deferral / active EE | $1,086 | $2,064-47.4% | $2,794-61.1% | $3,054-64.4% |
| Admin fee / account holder | $361 | $650-44.5% | $4,815-92.5% | $504-28.4% |