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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,841 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,672 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $2,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $76 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,527 | $137,414-34.1% | $189,537-52.2% | $85,847+5.5% |
| Participation rate | 71.1% | 84.6%-13.5pp | 87.8%-16.7pp | 69.3%+1.8pp |
| Annual return | 14.71% | 38.14%-23.4pp | 555.34%-540.6pp | 318.61%-303.9pp |
| Employer contribution / active EE | $1,727 | $4,344-60.3% | $6,161-72.0% | $2,565-32.7% |
| Participant deferral / active EE | $3,599 | $6,260-42.5% | $8,220-56.2% | $3,952-8.9% |
| Admin fee / account holder | $205 | $8,630-97.6% | $12,048-98.3% | $6,261-96.7% |