Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS2+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $1,837 |
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 | $40,400 | $55,453-27.1% | $170,435-76.3% | $62,293-35.1% |
| Participation rate | 42.1% | 66.4%-24.2pp | 83.6%-41.4pp | 69.5%-27.4pp |
| Annual return | 13.89% | 21.38%-7.5pp | 205.94%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $327 | $2,164-84.9% | $5,432-94.0% | $2,042-84.0% |
| Participant deferral / active EE | $1,381 | $2,303-40.0% | $4,939-72.1% | $3,169-56.4% |
| Admin fee / account holder | $4 | $455-99.2% | $13,881-100.0% | $479-99.3% |