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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS5+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $1,059 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,256 | $91,167-53.7% | $178,498-76.3% | $79,858-47.1% |
| Participation rate | 49.5% | 69.2%-19.7pp | 81.9%-32.5pp | 69.6%-20.2pp |
| Annual return | 5.32% | 24.19%-18.9pp | 151.09%-145.8pp | 31.72%-26.4pp |
| Employer contribution / active EE | $469 | $3,255-85.6% | $5,011-90.6% | $2,471-81.0% |
| Participant deferral / active EE | $1,443 | $3,236-55.4% | $5,202-72.3% | $3,740-61.4% |
| Admin fee / account holder | $3 | $6,747-100.0% | $13,985-100.0% | $5,306-99.9% |