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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD6 years Filed as: SHEET METAL WORKERS LOCAL 268 Service code 15 2727 NORTH 89TH STREET · CASEYVILLE, IL 62232 | Recordkeeping | $66,162 |
EKON ADVISORS7 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Advisory (Plan) | $54,342 |
EKON BENEFITS9+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $50,532 |
Service code 15 · EIN 37-0842910 2727 NORTH 89TH STREET · CASEYVILLE, IA 62232 | Recordkeeping | $20,834 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL Service code 28 · EIN 35-0472300 | Investment Management | $13,782 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST Service code 21 · EIN 75-3182674 P.O. BOX 52129 · PHOENIX, AZ 85072 | Bank Trustee | $11,321 |
RICHARD J. BRESLIN1 year Filed as: RICHARD J. BRESLIN, CPA Service code 10 · EIN 37-1057420 505 SOUTH ILLINOIS · BELLEVILLE, IL 62220 | Accounting | $9,745 |
HAMMOND AND SHINNERS, P.C.9+ years Service code 29 · EIN 43-1429257 13206 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Legal | $5,280 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 16.01% | 11.08%+4.9pp | 8.10%+7.9pp | 8.76%+7.2pp |
| Employer contribution / active EE | $6,826 | $13,910-50.9% | $28,661-76.2% | $16,640-59.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |