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| Provider | Service type | Compensation |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT3+ years Filed as: BANKPLUS Service code 21 · EIN 64-0134513 | Bank Trustee | $38,877 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $153,252-100.0% | $110,792-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 58.3%-58.3pp | 46.4%-46.4pp |
| Annual return | 16.08% | -1.86%+17.9pp | -0.33%+16.4pp | -82.67%+98.7pp |
| Employer contribution / active EE | $106,476 | $33,714+215.8% | $25,782+313.0% | $43,771+143.3% |
| Participant deferral / active EE | $0 | $892-100.0% | $928-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,194-100.0% | $1,824-100.0% | $11,204-100.0% |