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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $37,423 |
YENTIS & ASSOCIATES2+ years Service code 21 · EIN 35-2062963 | Bank Trustee | $26,588 |
HAMMOND AND SHINNERS, P.C.2+ years Service code 29 · EIN 43-1429257 SUITE 200 · ST. LOUIS, MO 63105 | Legal | $8,004 |
RICHARD J. BRESLIN2+ years Service code 10 · EIN 37-1057420 505 SOUTH ILLINOIS · BELLEVILLE, IL 62220 | Accounting | $6,820 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST,BROADRIDGE FINANCIAL Service code 21 · EIN 75-3182674 P.O. BOX 52129 · PHOENIX, AZ 85072 | Bank Trustee | $5,987 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.41% | 11.78%-2.4pp | 8.32%+1.1pp | 23.90%-14.5pp |
| Employer contribution / active EE | $4,769 | $11,309-57.8% | $30,793-84.5% | $16,539-71.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |