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| Provider | Service type | Compensation |
|---|---|---|
BAC CAPITAL ADVISORS, LLC7 years Filed as: BAC CAPITAL ADVISORS LLC Service code 26 · EIN 91-1999591 | Advisory (Participants) | $10,649 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,427 | $51,226-87.5% | $82,706-92.2% | $66,930-90.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -16.15% | -9.61%-6.5pp | 701.76%-717.9pp | 1.57%-17.7pp |
| Employer contribution / active EE | $184 | $2,612-92.9% | $3,007-93.9% | $2,545-92.8% |
| Participant deferral / active EE | $809 | $3,460-76.6% | $4,394-81.6% | $4,238-80.9% |
| Admin fee / account holder | $43 | $416-89.5% | $5,329-99.2% | $593-92.7% |