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| Provider | Service type | Compensation |
|---|---|---|
BAC CAPITAL ADVISORS, LLC4+ years Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $35,181 |
Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $28,432 |
NATIONAL FINANCIAL SERVICES4+ years Filed as: NATIONAL FINANCIAL SERVICES, INC. Service code 19 · EIN 04-3523567 | Securities Custodian | $5,414 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 26 TWO UNION SQUARE · SEATTLE, WA 98101 | Advisory (Participants) | $2,993 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,823 | $47,977-27.4% | $154,108-77.4% | $56,289-38.1% |
| Participation rate | 49.7% | 66.2%-16.4pp | 83.0%-33.3pp | 69.9%-20.1pp |
| Annual return | -5.57% | 3.54%-9.1pp | 735.21%-740.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,836 | $2,392-23.3% | $5,081-63.9% | $3,350-45.2% |
| Admin fee / account holder | $474 | $438+8.2% | $13,411-96.5% | $521-9.0% |