Filed January 4, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT3+ years Filed as: BANKPLUS WEALTH MANAGEMENT GROUP Service code 27 · EIN 64-0134513 | Advisory (Plan) | $126,251 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $93,376 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METROPOLOTAN LIFE INSURANCE CO. Service code 22 · EIN 13-5581829 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,626 | $46,173+27.0% | $170,435-65.6% | $69,631-15.8% |
| Participation rate | 86.1% | 63.9%+22.2pp | 83.6%+2.5pp | 70.7%+15.4pp |
| Annual return | 14.96% | 21.62%-6.7pp | 205.94%-191.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $2,012 | $1,610+25.0% | $5,432-63.0% | $2,032-1.0% |
| Participant deferral / active EE | $2,507 | $2,080+20.5% | $4,939-49.2% | $3,224-22.2% |
| Admin fee / account holder | $294 | $116+153.5% | $13,881-97.9% | $110+166.2% |