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| Provider | Service type | Compensation |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT6+ years Service code 27 · EIN 64-0134513 | Advisory (Plan) | $51,830 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $23,375 |
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 | $59,782 | $51,447+16.2% | $104,625-42.9% | $73,412-18.6% |
| Participation rate | 88.4% | 68.2%+20.2pp | 74.1%+14.4pp | 72.2%+16.3pp |
| Annual return | 13.43% | 25.06%-11.6pp | 340.60%-327.2pp | 59.30%-45.9pp |
| Employer contribution / active EE | $1,754 | $1,441+21.7% | $2,681-34.6% | $2,234-21.5% |
| Participant deferral / active EE | $4,214 | $3,058+37.8% | $3,738+12.7% | $3,806+10.7% |
| Admin fee / account holder | $220 | $122+80.3% | $6,465-96.6% | $158+39.3% |