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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 | $99,442-54.3% | $113,397-59.9% | $71,012-36.0% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.5%+6.8pp | 58.6%+24.8pp |
| Annual return | 8.40% | 17.93%-9.5pp | 23.20%-14.8pp | 37.67%-29.3pp |
| Employer contribution / active EE | $1,929 | $3,068-37.1% | $2,977-35.2% | $2,348-17.8% |
| Participant deferral / active EE | $2,940 | $4,915-40.2% | $5,076-42.1% | $3,246-9.4% |
| Admin fee / account holder | $58 | $535-89.1% | $11,957-99.5% | $1,167-95.0% |