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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.1+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $30,206 |
BAC CAPITAL ADVISORS, LLC1+ years Filed as: BAC CAPITAL ADVISORS LLC Service code 27 · EIN 91-1999591 | Advisory (Plan) | $28,800 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES, INC. Service code 19 · EIN 04-3523567 | Securities Custodian | $8,520 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,463 | $51,244-3.5% | $80,977-38.9% | $55,167-10.3% |
| Participation rate | 80.2% | 71.7%+8.6pp | 75.8%+4.4pp | 69.0%+11.2pp |
| Annual return | -2.92% | 17.39%-20.3pp | 17.11%-20.0pp | 169.23%-172.2pp |
| Employer contribution / active EE | $929 | $1,770-47.5% | $3,715-75.0% | $1,963-52.6% |
| Participant deferral / active EE | $1,873 | $4,418-57.6% | $5,696-67.1% | $3,054-38.7% |
| Admin fee / account holder | $352 | $398-11.6% | $5,517-93.6% | $504-30.2% |