Filed October 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS3+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $17,396 |
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 | $44,694 | $46,173-3.2% | $170,435-73.8% | $69,631-35.8% |
| Participation rate | 56.7% | 63.9%-7.2pp | 83.6%-26.9pp | 70.7%-14.0pp |
| Annual return | 19.26% | 21.62%-2.4pp | 205.94%-186.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $561 | $1,610-65.1% | $5,432-89.7% | $2,032-72.4% |
| Participant deferral / active EE | $2,280 | $2,080+9.6% | $4,939-53.8% | $3,224-29.3% |
| Admin fee / account holder | $2 | $116-98.7% | $13,881-100.0% | $110-98.6% |