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| Provider | Service type | Compensation |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT2+ years Filed as: BANKPLUS Service code 21 · EIN 64-0134513 | Bank Trustee | $27,681 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $33,040-100.0% | $127,144-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 62.9%-62.9pp | 11.3%-11.3pp |
| Annual return | 15.53% | 10.61%+4.9pp | 9.35%+6.2pp | 10.41%+5.1pp |
| Employer contribution / active EE | $4,658 | $8,724-46.6% | $25,504-81.7% | $14,691-68.3% |
| Participant deferral / active EE | $0 | $552-100.0% | $1,066-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,133-100.0% | $2,049-100.0% | $2,646-100.0% |