Filed January 4, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT9+ years Filed as: BANKPLUS WEALTH MANAGEMENT GROUP Service code 27 · EIN 64-0134513 | Advisory (Plan) | $120,302 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $80,897 |
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 | $60,973 | $47,180+29.2% | $149,723-59.3% | $74,473-18.1% |
| Participation rate | 65.8% | 63.4%+2.4pp | 78.8%-13.0pp | 70.7%-4.9pp |
| Annual return | 14.79% | 22.75%-8.0pp | 134.50%-119.7pp | 34.36%-19.6pp |
| Employer contribution / active EE | $1,583 | $1,907-17.0% | $4,821-67.2% | $2,638-40.0% |
| Participant deferral / active EE | $2,285 | $2,730-16.3% | $5,682-59.8% | $4,530-49.6% |
| Admin fee / account holder | $231 | $343-32.7% | $13,215-98.3% | $347-33.5% |