Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BAC CAPITAL ADVISORS, LLC10+ years Service code 26 · EIN 91-1999591 | Advisory (Participants) | $50,884 |
Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $20,159 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,178 | $79,209-5.1% | $102,434-26.6% | $74,459+1.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 8.57% | 54.98%-46.4pp | 29.46%-20.9pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $1,349 | $2,362-42.9% | $3,023-55.4% | $2,626-48.6% |
| Participant deferral / active EE | $3,631 | $4,417-17.8% | $5,055-28.2% | $4,350-16.5% |
| Admin fee / account holder | $428 | $2,002-78.6% | $9,462-95.5% | $1,945-78.0% |