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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS Service code 49 · EIN 43-1028755 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Other Services | $8,005 |
Filed as: BENEFIT PLANS PLUS LLC Service code 49 | Other Services | $6,945 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,435 | $103,024-55.9% | $112,040-59.4% | $79,634-42.9% |
| Participation rate | 83.3% | 80.6%+2.8pp | 76.5%+6.8pp | 62.5%+20.8pp |
| Annual return | 8.40% | 17.60%-9.2pp | 24.52%-16.1pp | 36.46%-28.1pp |
| Employer contribution / active EE | $1,929 | $3,015-36.0% | $2,954-34.7% | $2,529-23.7% |
| Participant deferral / active EE | $2,940 | $5,233-43.8% | $5,098-42.3% | $3,835-23.3% |
| Admin fee / account holder | $58 | $465-87.4% | $12,098-99.5% | $1,002-94.2% |