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| Provider | Service type | Compensation |
|---|---|---|
EKON ADVISORS1 year Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Advisory (Plan) | $37,107 |
EKON BENEFITS3+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $26,368 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST,BROADRIDGE FINANCIAL Service code 21 · EIN 75-3182674 P.O. BOX 52129 · PHOENIX, AZ 85072 | Bank Trustee | $9,758 |
RICHARD J. BRESLIN3+ years Service code 10 · EIN 37-1057420 505 SOUTH ILLINOIS · BELLEVILLE, IL 62220 | Accounting | $6,675 |
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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.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 9.38% | 4.25%+5.1pp | -752.26%+761.6pp | 0.19%+9.2pp |
| Employer contribution / active EE | $4,539 | $11,906-61.9% | $31,802-85.7% | $13,763-67.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |