Filed July 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS10+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $41,549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,714 | $129,021-25.0% | $184,203-47.5% | $77,643+24.6% |
| Participation rate | 75.4% | 87.3%-11.9pp | 86.8%-11.4pp | 70.6%+4.8pp |
| Annual return | 40.98% | 33.27%+7.7pp | 28.81%+12.2pp | 31.24%+9.7pp |
| Employer contribution / active EE | $3,223 | $4,413-27.0% | $6,427-49.8% | $2,726+18.2% |
| Participant deferral / active EE | $4,560 | $7,297-37.5% | $9,131-50.1% | $4,647-1.9% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |