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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.10+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 27 · EIN 91-1999591 | Advisory (Plan) | $53,639 |
BAC CAPITAL ADVISORS, LLC10+ years Filed as: BAC CAPITAL ADVISORS LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $20,168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,245 | $135,905-74.1% | $126,068-72.0% | $198,609-82.3% |
| Participation rate | 0.0% | 85.6%-85.6pp | 84.7%-84.7pp | 82.4%-82.4pp |
| Annual return | 6.41% | 14.07%-7.7pp | 15.01%-8.6pp | 202.70%-196.3pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $941 | $21,036-95.5% | $18,264-94.8% | $19,030-95.1% |