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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,288 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,834 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $2,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $57 |
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 | $86,283 | $102,661-16.0% | $151,645-43.1% | $66,949+28.9% |
| Participation rate | 65.4% | 85.5%-20.1pp | 87.5%-22.1pp | 69.8%-4.4pp |
| Annual return | -12.56% | -10.81%-1.8pp | 3.34%-15.9pp | 1.57%-14.1pp |
| Employer contribution / active EE | $1,794 | $4,184-57.1% | $6,165-70.9% | $2,545-29.5% |
| Participant deferral / active EE | $3,827 | $6,645-42.4% | $8,363-54.2% | $4,239-9.7% |
| Admin fee / account holder | $230 | $630-63.6% | $11,614-98.0% | $594-61.3% |