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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.4+ years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 15 · EIN 91-1999591 | Recordkeeping | $86,578 |
Service code 13 · EIN 31-1281022 | Contract Administrator | $50,291 |
Filed as: BAC CAPITAL ADVISORS LLC Service code 27 · EIN 91-1999591 | Advisory (Plan) | $42,068 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,327 | $35,366-62.3% | $90,657-85.3% | $75,289-82.3% |
| Participation rate | 38.1% | 57.3%-19.2pp | 74.0%-35.9pp | 72.4%-34.3pp |
| Annual return | -7.43% | -2.19%-5.2pp | 1.89%-9.3pp | -0.04%-7.4pp |
| Employer contribution / active EE | $81 | $916-91.1% | $2,532-96.8% | $2,405-96.6% |
| Participant deferral / active EE | $1,200 | $1,998-40.0% | $3,424-65.0% | $3,739-67.9% |
| Admin fee / account holder | $110 | $59+85.8% | $4,994-97.8% | $102+7.1% |