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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 | $2,083 |
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 | $37,239 | $47,977-22.4% | $154,111-75.8% | $56,287-33.8% |
| Participation rate | 41.9% | 66.2%-24.3pp | 83.0%-41.2pp | 69.9%-28.0pp |
| Annual return | 11.08% | 3.54%+7.5pp | 735.18%-724.1pp | -9.96%+21.0pp |
| Employer contribution / active EE | $342 | $2,169-84.2% | $5,298-93.5% | $2,111-83.8% |
| Participant deferral / active EE | $1,411 | $2,392-41.0% | $5,081-72.2% | $3,350-57.9% |
| Admin fee / account holder | $5 | $438-98.9% | $13,411-100.0% | $521-99.1% |