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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 11701 BORMAN DRIVE, · ST. LOUIS, MO 63146 | Recordkeeping | $4,869 |
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 26 · EIN 39-2018056 | Advisory (Participants) | $2,083 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,063 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $172 |
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 | $5,612 | $45,343-87.6% | $150,298-96.3% | $67,986-91.7% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 27.32% | 33.28%-6.0pp | 62.79%-35.5pp | 31.67%-4.3pp |
| Employer contribution / active EE | $1,736 | $1,462+18.8% | $4,154-58.2% | $2,019-14.0% |
| Participant deferral / active EE | $2,115 | $2,055+2.9% | $5,453-61.2% | $3,358-37.0% |
| Admin fee / account holder | $67 | $2,250-97.0% | $14,116-99.5% | $3,203-97.9% |