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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 | $28,404 |
Service code 15 · EIN 37-0695761 2 SOUTH WESLEY DRIVE · EAST ALTON, IL 62024 | Recordkeeping | $16,510 |
Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 63101 | Accounting | $16,500 |
Service code 10 · EIN 82-1514691 8700 MANCHESTER ROAD · ST. LOUIS, MO 63144 | Accounting | $13,200 |
HAMMOND AND SHINNERS, P.C.9+ years Service code 29 · EIN 43-1429257 13205 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Legal | $5,049 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,253 | $93,010+102.4% | $96,515+95.1% | $74,460+152.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 18.25% | 37.50%-19.2pp | 35.73%-17.5pp | 34.38%-16.1pp |
| Employer contribution / active EE | $5,573 | $3,427+62.6% | $3,740+49.0% | $2,638+111.3% |
| Participant deferral / active EE | $8,011 | $3,971+101.7% | $4,880+64.2% | $4,530+76.8% |
| Admin fee / account holder | $170 | $633-73.1% | $6,735-97.5% | $348-51.0% |