Filed July 11, 2018 (most recent of 6 filings on file)
Total covered: 10 employees
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 |
|---|---|---|
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 6 CITYPLACE DRIVE · ST. LOUIS, MO 63141 | Recordkeeping | $11,336 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,142 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,651 | $79,523-53.9% | $140,019-73.8% | $56,289-34.9% |
| Participation rate | 99.6% | 85.7%+13.9pp | 87.5%+12.1pp | 69.9%+29.7pp |
| Annual return | -6.98% | 2.39%-9.4pp | 651.17%-658.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $2,489 | $3,350-25.7% | $5,605-55.6% | $2,111+17.9% |
| Participant deferral / active EE | $3,088 | $5,129-39.8% | $6,927-55.4% | $3,350-7.8% |
| Admin fee / account holder | $107 | $614-82.6% | $10,705-99.0% | $521-79.5% |