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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS LLC Service code 49 · EIN 43-1829594 | Other Services | $11,090 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,921 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $804,322 | $58,888+1265.8% | $178,498+350.6% | $73,493+994.4% |
| Participation rate | 96.7% | 66.2%+30.5pp | 81.9%+14.8pp | 70.7%+26.0pp |
| Annual return | 13.92% | 24.86%-10.9pp | 151.09%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $27,702 | $2,236+1138.8% | $5,011+452.8% | $2,270+1120.3% |
| Participant deferral / active EE | $18,055 | $2,568+603.1% | $5,202+247.1% | $3,740+382.8% |
| Admin fee / account holder | $2,079 | $400+419.3% | $13,985-85.1% | $513+305.2% |