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| Provider | Service type | Compensation |
|---|---|---|
EKON ADVISORS9 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Advisory (Plan) | $64,123 |
EKON BENEFITS10+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $28,153 |
Filed as: GRABEL SCHNIEDERS HOLLMAN & CO CPA Service code 10 · EIN 43-1171178 206 W. ARGONNE, STE 200 · KIRKWOOD, MO 63122 | Accounting | $11,068 |
AMVESCAP NATIONAL TRUST CO10+ years Service code 51 · EIN 84-1142974 | Investment Mgmt Fees | $9,736 |
PLUMBERS & PIPEFITTERS LOCAL 16010+ years Service code 13 · EIN 37-0647304 | Contract Administrator | $7,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,891 | $80,763+164.8% | $102,412+108.9% | $74,459+187.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 18.27% | 27.57%-9.3pp | 24.94%-6.7pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $8,269 | $3,160+161.7% | $3,870+113.7% | $2,626+214.9% |
| Participant deferral / active EE | $1,786 | $3,862-53.7% | $5,060-64.7% | $4,350-58.9% |
| Admin fee / account holder | $1,249 | $2,371-47.3% | $8,388-85.1% | $1,945-35.8% |