Filed July 11, 2018 (most recent of 6 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS Service code 15 · EIN 43-1829594 6 CITYPLACE DRIVE, SUITE 700 · ST. LOUIS, MO 63141 | Recordkeeping | $9,600 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $5,946 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,532 | $74,089-56.1% | $133,975-75.7% | $55,167-41.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 8.91% | 12.11%-3.2pp | 29.29%-20.4pp | 169.23%-160.3pp |
| Employer contribution / active EE | $2,304 | $3,064-24.8% | $5,211-55.8% | $1,963+17.4% |
| Participant deferral / active EE | $2,602 | $4,678-44.4% | $6,282-58.6% | $3,054-14.8% |
| Admin fee / account holder | $87 | $458-81.1% | $9,324-99.1% | $504-82.8% |