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| Provider | Service type | Compensation |
|---|---|---|
BAC CAPITAL ADVISORS, LLC2+ years Filed as: BAC CAPITAL ADVISORS LLC Service code 27 · EIN 91-1999591 | Advisory (Plan) | $28,800 |
BENEFIT ADMINISTRATION, INC.2+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $25,999 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES, INC. Service code 19 · EIN 04-3523567 | Securities Custodian | $8,388 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $50,413 | $59,535-15.3% | $90,161-44.1% | $62,293-19.1% |
| Participation rate | 72.5% | 73.0%-0.6pp | 76.9%-4.4pp | 69.5%+2.9pp |
| Annual return | 13.99% | 23.53%-9.5pp | 34.89%-20.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $337 | $1,826-81.5% | $3,318-89.8% | $2,042-83.5% |
| Participant deferral / active EE | $2,021 | $4,639-56.4% | $5,287-61.8% | $3,169-36.2% |
| Admin fee / account holder | $316 | $337-6.2% | $5,943-94.7% | $479-34.1% |