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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS9+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $3,251 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,876 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $758,303 | $76,107+896.4% | $96,576+685.2% | $71,495+960.6% |
| Participation rate | 0.0% | 74.4%-74.4pp | 76.0%-76.0pp | 67.9%-67.9pp |
| Annual return | 14.59% | 22.81%-8.2pp | 25.87%-11.3pp | 28.85%-14.3pp |
| Employer contribution / active EE | $495 | $2,247-78.0% | $2,965-83.3% | $2,589-80.9% |
| Participant deferral / active EE | $2,958 | $4,218-29.9% | $4,851-39.0% | $4,291-31.1% |
| Admin fee / account holder | $690 | $2,708-74.5% | $8,253-91.6% | $1,588-56.6% |