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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 11701 BORMAN DRIVE, SUITE 300 · ST. LOUIS, MO 63146 | Recordkeeping | $1,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $461 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,306 | $55,470-94.0% | $155,556-97.9% | $74,478-95.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 0.00% | 269.80%-269.8pp | 64.84%-64.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,901 | $2,267-16.1% | $4,675-59.3% | $2,626-27.6% |
| Participant deferral / active EE | $2,173 | $2,838-23.4% | $5,631-61.4% | $4,350-50.0% |
| Admin fee / account holder | $51 | $1,744-97.1% | $15,885-99.7% | $1,946-97.4% |