Filed October 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS2+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $15,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,882 | $36,916-0.1% | $156,551-76.4% | $57,658-36.0% |
| Participation rate | 63.6% | 63.4%+0.1pp | 84.0%-20.4pp | 70.2%-6.6pp |
| Annual return | 8.59% | 12.38%-3.8pp | 32.23%-23.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $565 | $1,571-64.0% | $5,501-89.7% | $1,974-71.4% |
| Participant deferral / active EE | $2,244 | $1,926+16.5% | $4,871-53.9% | $3,061-26.7% |
| Admin fee / account holder | $4 | $82-95.2% | $13,028-100.0% | $95-95.8% |