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| Provider | Service type | Compensation |
|---|---|---|
BAC CAPITAL ADVISORS, LLC3 years Service code 26 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Advisory (Participants) | $43,935 |
BENEFIT ADMINISTRATION, INC.3 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 1200 FIFTH AVENUE, SUITE 1100 · SEATTLE, WA 98101 | Contract Administrator | $20,352 |
Service code 27 | Advisory (Plan) | $5,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,357 | $100,801-56.0% | $149,745-70.4% | $73,412-39.6% |
| Participation rate | 61.8% | 77.7%-15.9pp | 82.5%-20.7pp | 72.2%-10.4pp |
| Annual return | 167.64% | 265.34%-97.7pp | 276.72%-109.1pp | 59.30%+108.3pp |
| Employer contribution / active EE | $1,760 | $3,312-46.9% | $4,646-62.1% | $2,234-21.2% |
| Participant deferral / active EE | $3,312 | $6,404-48.3% | $6,843-51.6% | $3,806-13.0% |
| Admin fee / account holder | $209 | $181+15.4% | $9,312-97.8% | $158+32.1% |