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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.4+ years Filed as: BENEFIT ADMINISTRATION COMPANY, LLC Service code 13 · EIN 91-1999591 | Contract Administrator | $30,328 |
BAC CAPITAL ADVISORS, LLC4+ years Filed as: BAC CAPITAL ADVISORS LLC Service code 27 · EIN 91-1999591 | Advisory (Plan) | $28,800 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,042 | $58,655-18.1% | $91,994-47.8% | $65,186-26.3% |
| Participation rate | 77.6% | 75.3%+2.3pp | 78.6%-1.0pp | 70.2%+7.4pp |
| Annual return | 6.04% | 33.92%-27.9pp | 69.04%-63.0pp | 29.39%-23.3pp |
| Employer contribution / active EE | $420 | $2,080-79.8% | $3,453-87.8% | $2,177-80.7% |
| Participant deferral / active EE | $2,067 | $5,474-62.2% | $5,924-65.1% | $3,514-41.2% |
| Admin fee / account holder | $340 | $434-21.8% | $7,744-95.6% | $847-59.9% |