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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS Service code 49 11701 BORMAN DR · ST. LOUIS, MO 63146 | Other Services | $0 |
Filed as: CORRECT CAPITAL WEALTH MGMT Service code 99 · EIN 83-1730027 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,018 | $78,607-35.1% | $105,624-51.7% | $74,478-31.5% |
| Participation rate | 69.8% | 72.8%-3.0pp | 75.3%-5.5pp | 67.2%+2.6pp |
| Annual return | 15.01% | 15.96%-1.0pp | 116.20%-101.2pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $509 | $2,523-79.8% | $3,168-83.9% | $2,626-80.6% |
| Participant deferral / active EE | $2,233 | $4,325-48.4% | $5,013-55.4% | $4,350-48.7% |
| Admin fee / account holder | $322 | $2,220-85.5% | $10,961-97.1% | $1,946-83.5% |