Filed August 26, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS, LLC Service code 49 11701 BORMAN DRIVE, SUITE 300 · ST. LOUIS, MO 63146 | Other Services | $5,400 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,684 | $45,126+69.9% | $85,187-10.0% | $74,459+3.0% |
| Participation rate | 60.2% | 49.4%+10.8pp | 67.5%-7.3pp | 67.2%-7.0pp |
| Annual return | 12.87% | 26.30%-13.4pp | 66.67%-53.8pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,886 | $1,460+29.2% | $2,732-31.0% | $2,626-28.2% |
| Participant deferral / active EE | $3,444 | $2,738+25.7% | $4,525-23.9% | $4,350-20.8% |
| Admin fee / account holder | $56 | $2,212-97.4% | $6,162-99.1% | $1,945-97.1% |