Filed February 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BAC CAPITAL ADVISORS, LLC3+ years Filed as: BAC CAPITAL ADVISORS Service code 26 · EIN 91-1999591 | Advisory (Participants) | $12,746 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,216 |
BENEFIT ADIMSTRATION CO LLC1 year Service code 13 · EIN 91-1999591 | Contract Administrator | $9,941 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,695 | $46,297+16.0% | $71,671-25.1% | $62,292-13.8% |
| Participation rate | 96.5% | 60.6%+35.8pp | 68.7%+27.7pp | 69.5%+26.9pp |
| Annual return | 18.65% | 22.32%-3.7pp | 20.65%-2.0pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,566 | $1,412+10.9% | $2,460-36.3% | $2,042-23.3% |
| Participant deferral / active EE | $5,584 | $2,235+149.8% | $3,438+62.4% | $3,169+76.2% |
| Admin fee / account holder | $148 | $461-67.8% | $5,558-97.3% | $479-69.1% |