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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD7 years Filed as: SHEET METAL WORKERS LOCAL 268 Service code 15 2727 NORTH 89TH STREET · CASEYVILLE, IL 62232 | Recordkeeping | $69,346 |
EKON ADVISORS8 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Advisory (Plan) | $61,625 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL Service code 28 · EIN 35-0472300 | Investment Management | $44,885 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $39,627 |
WEST & COMPANY, LLC1 year Filed as: WEST & COMPANY Service code 10 102 ROTTINGHAM CT · EDWARDSVILLE, IL 62025 | Accounting | $22,000 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 P.O. BOX 52129 · PHOENIX, AZ 85072 | Bank Trustee | $14,347 |
Service code 15 · EIN 37-0842910 2727 NORTH 89TH STREET · CASEYVILLE, IA 62232 | Recordkeeping | $6,806 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 9.11% | 8.62%+0.5pp | 8.99%+0.1pp | 10.52%-1.4pp |
| Employer contribution / active EE | $6,597 | $14,400-54.2% | $25,171-73.8% | $15,140-56.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |