Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR. STE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $11,070 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,950 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,421 | $53,204-65.4% | $155,556-88.2% | $200,096-90.8% |
| Participation rate | 12.6% | 64.1%-51.5pp | 78.2%-65.6pp | 72.0%-59.4pp |
| Annual return | 13.91% | 41.02%-27.1pp | 64.84%-50.9pp | 34.26%-20.4pp |
| Employer contribution / active EE | $131 | $1,850-92.9% | $4,675-97.2% | $3,038-95.7% |
| Participant deferral / active EE | $751 | $3,163-76.3% | $5,631-86.7% | $5,090-85.2% |
| Admin fee / account holder | $260 | $186+40.1% | $15,885-98.4% | $269-3.3% |