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 Service code 49 · EIN 43-1028755 11701 BORMAN DR STE 300 · 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,435 | $99,823-54.5% | $122,979-63.1% | $65,191-30.3% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.2%+6.1pp | 63.0%+20.3pp |
| Annual return | 8.40% | 13.47%-5.1pp | 20.12%-11.7pp | 51.24%-42.8pp |
| Employer contribution / active EE | $1,929 | $3,224-40.2% | $3,062-37.0% | $2,400-19.6% |
| Participant deferral / active EE | $2,940 | $4,328-32.1% | $5,003-41.2% | $2,671+10.1% |
| Admin fee / account holder | $58 | $325-82.0% | $12,864-99.5% | $907-93.6% |