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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS8+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $7,463 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,920 | $65,453-3.9% | $86,698-27.4% | $66,938-6.0% |
| Participation rate | 66.7% | 75.5%-8.8pp | 76.6%-9.9pp | 69.8%-3.1pp |
| Annual return | -15.92% | -10.89%-5.0pp | 35.95%-51.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $446 | $2,154-79.3% | $2,837-84.3% | $2,545-82.5% |
| Participant deferral / active EE | $2,742 | $4,102-33.1% | $4,656-41.1% | $4,238-35.3% |
| Admin fee / account holder | $34 | $642-94.7% | $7,493-99.5% | $594-94.3% |