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| Provider | Service type | Compensation |
|---|---|---|
BAC CAPITAL ADVISORS, LLC2+ years Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $25,752 |
BENEFIT ADMINISTRATION, INC.2+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $18,864 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES, INC. Service code 19 · EIN 04-3523567 | Securities Custodian | $5,699 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 TWO UNION SQUARE · SEATTLE, WA 98101 | Advisory (Participants) | $3,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,640 | $43,423-27.1% | $78,676-59.8% | $55,167-42.6% |
| Participation rate | 67.1% | 68.0%-1.0pp | 73.6%-6.5pp | 69.0%-1.9pp |
| Annual return | 5.70% | 11.53%-5.8pp | 62.19%-56.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,685 | $2,509+7.0% | $3,517-23.7% | $3,054-12.1% |
| Admin fee / account holder | $273 | $416-34.3% | $4,510-93.9% | $504-45.7% |