Filed January 4, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT8+ years Filed as: BANKPLUS WEALTH MANAGEMENT GROUP Service code 27 · EIN 64-0134513 | Advisory (Plan) | $126,040 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $97,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,963 | $46,332+14.3% | $143,797-63.2% | $64,824-18.3% |
| Participation rate | 69.2% | 64.2%+4.9pp | 80.3%-11.1pp | 71.5%-2.3pp |
| Annual return | -16.55% | -10.05%-6.5pp | -0.04%-16.5pp | 32.84%-49.4pp |
| Employer contribution / active EE | $1,616 | $1,911-15.5% | $4,952-67.4% | $2,507-35.6% |
| Participant deferral / active EE | $2,119 | $2,647-19.9% | $5,638-62.4% | $4,311-50.8% |
| Admin fee / account holder | $253 | $154+64.2% | $14,679-98.3% | $188+34.5% |