Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.6+ years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 15 · EIN 91-1999591 | Recordkeeping | $80,125 |
BAC CAPITAL ADVISORS, LLC3 years Filed as: BAC CAPITAL ADVISORS LLC Service code 27 · EIN 91-1999591 | Advisory (Plan) | $44,662 |
Service code 13 · EIN 31-1281022 | Contract Administrator | $38,973 |
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 | $17,573 | $48,406-63.7% | $104,625-83.2% | $90,274-80.5% |
| Participation rate | 35.4% | 64.3%-28.8pp | 74.1%-38.6pp | 73.4%-37.9pp |
| Annual return | 16.16% | 18.72%-2.6pp | 340.60%-324.4pp | 53.97%-37.8pp |
| Employer contribution / active EE | $76 | $1,115-93.2% | $2,681-97.2% | $2,523-97.0% |
| Participant deferral / active EE | $1,087 | $2,436-55.4% | $3,738-70.9% | $4,231-74.3% |
| Admin fee / account holder | $106 | $76+40.4% | $6,465-98.4% | $114-6.7% |