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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.5+ years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 15 · EIN 91-1999591 | Recordkeeping | $80,448 |
BAC CAPITAL ADVISORS, LLC2 years Filed as: BAC CAPITAL ADVISORS LLC Service code 27 · EIN 91-1999591 | Advisory (Plan) | $41,596 |
Service code 13 · EIN 31-1281022 | Contract Administrator | $39,299 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,038 | $48,116-66.7% | $99,475-83.9% | $77,775-79.4% |
| Participation rate | 37.5% | 60.0%-22.5pp | 73.8%-36.4pp | 73.2%-35.8pp |
| Annual return | 22.47% | 23.23%-0.8pp | 30.72%-8.2pp | 32.58%-10.1pp |
| Employer contribution / active EE | $82 | $1,057-92.3% | $2,540-96.8% | $2,504-96.7% |
| Participant deferral / active EE | $1,243 | $2,238-44.4% | $3,619-65.7% | $3,966-68.7% |
| Admin fee / account holder | $92 | $87+5.1% | $6,252-98.5% | $100-8.3% |