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 |
|---|---|---|
BAC CAPITAL ADVISORS, LLC7 years Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $92,634 |
BENEFIT ADMINISTRATION, INC.7 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $54,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $62,181 | $106,264-41.5% | $147,117-57.7% | $77,762-20.0% |
| Participation rate | 62.7% | 78.4%-15.7pp | 82.2%-19.5pp | 70.6%-7.9pp |
| Annual return | 13.32% | 56.94%-43.6pp | 420.54%-407.2pp | 31.27%-18.0pp |
| Employer contribution / active EE | $2,329 | $4,074-42.8% | $4,932-52.8% | $2,728-14.6% |
| Participant deferral / active EE | $4,832 | $8,003-39.6% | $8,065-40.1% | $4,651+3.9% |
| Admin fee / account holder | $301 | $334-9.8% | $12,993-97.7% | $433-30.4% |