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, LLC Service code 15 · EIN 43-1829594 6 CITYPLACE DRIVE · ST. LOUIS, MO 63141 | Recordkeeping | $9,618 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,819 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,505 |
Participant contribution per participant 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 | $43,020 | $88,515-51.4% | $162,185-73.5% | $67,582-36.3% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 21.71% | 27.04%-5.3pp | 115.61%-93.9pp | 378.57%-356.9pp |
| Employer contribution / active EE | $2,588 | $3,563-27.4% | $5,613-53.9% | $2,148+20.5% |
| Participant deferral / active EE | $3,091 | $5,724-46.0% | $7,297-57.6% | $3,539-12.7% |
| Admin fee / account holder | $100 | $124-19.5% | $10,844-99.1% | $142-30.0% |