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| Provider | Service type | Compensation |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT2 years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $14,735 |
Service code 37 · EIN 27-1835823 | Loan Processing | $11,037 |
Filed as: BREAZEALE SAUNDERS O'NEIL LTD Service code 10 · EIN 64-0501200 | Accounting | $5,900 |
Service code 10 · EIN 72-1396621 | Accounting | $5,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,866 | $73,638-44.5% | $95,964-57.4% | $73,497-44.4% |
| Participation rate | 63.4% | 76.2%-12.8pp | 77.1%-13.7pp | 70.7%-7.3pp |
| Annual return | 9.84% | 16.78%-6.9pp | 91.64%-81.8pp | 28.51%-18.7pp |
| Employer contribution / active EE | $246 | $1,863-86.8% | $2,541-90.3% | $2,270-89.2% |
| Participant deferral / active EE | $1,327 | $3,617-63.3% | $4,167-68.2% | $3,740-64.5% |
| Admin fee / account holder | $454 | $482-5.8% | $6,797-93.3% | $513-11.5% |