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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS1+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $1,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,592 | $46,732-23.8% | $156,551-77.3% | $55,167-35.5% |
| Participation rate | 35.9% | 65.8%-29.9pp | 84.0%-48.1pp | 69.0%-33.1pp |
| Annual return | 1.46% | 17.72%-16.3pp | 32.23%-30.8pp | 169.23%-167.8pp |
| Employer contribution / active EE | $283 | $2,105-86.6% | $5,501-94.9% | $1,963-85.6% |
| Participant deferral / active EE | $1,170 | $2,204-46.9% | $4,871-76.0% | $3,054-61.7% |
| Admin fee / account holder | $5 | $418-98.9% | $13,028-100.0% | $504-99.1% |