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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $24,593 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,845 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 6 CITY PLACE DR STE 700 · ST. LOUIS, MO 63141 | Contract Administrator | $7,116 |
WITHUMSMITH+BROWN, PC3 years Filed as: RUBIN BROWN LLP Service code 10 PO BOX 790379 · ST. LOUIS, MO 63179 | Accounting | $6,286 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2884967 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 13-2974999 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,104 | $56,095-67.7% | $178,503-89.9% | $90,274-79.9% |
| Participation rate | 19.0% | 65.6%-46.5pp | 81.9%-62.9pp | 73.4%-54.3pp |
| Annual return | 1.29% | 28.81%-27.5pp | 151.12%-149.8pp | 53.97%-52.7pp |
| Employer contribution / active EE | $158 | $1,572-89.9% | $5,011-96.8% | $2,523-93.7% |
| Participant deferral / active EE | $448 | $2,669-83.2% | $5,202-91.4% | $4,231-89.4% |
| Admin fee / account holder | $175 | $101+74.1% | $13,987-98.7% | $114+53.6% |