Filed January 4, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT1+ years Filed as: BANKPLUS WEALTH MANAGEMENT GROUP Service code 27 · EIN 64-0134513 | Advisory (Plan) | $120,430 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $80,186 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLOTAN LIFE INSURANCE CO. Service code 22 · EIN 13-5581829 | Insurance Broker | $57,346 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,340 | $37,117+19.5% | $147,617-70.0% | $55,191-19.7% |
| Participation rate | 94.2% | 63.6%+30.6pp | 84.6%+9.6pp | 69.2%+25.1pp |
| Annual return | -1.72% | 3.44%-5.2pp | 61.98%-63.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $1,542 | $1,620-4.9% | $5,564-72.3% | $1,899-18.8% |
| Participant deferral / active EE | $1,938 | $1,985-2.4% | $4,895-60.4% | $3,046-36.4% |
| Admin fee / account holder | $246 | $86+188.0% | $11,612-97.9% | $91+171.5% |