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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,289-63.8% | $92,805-62.0% | $155,188-77.3% |
| Participation rate | 0.0% | 84.2%-84.2pp | 83.5%-83.5pp | 80.8%-80.8pp |
| Annual return | 6.41% | 29.03%-22.6pp | 31.59%-25.2pp | 148.84%-142.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $941 | $12,015-92.2% | $10,911-91.4% | $14,480-93.5% |