Filed July 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS2+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $19,987 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,397 | $74,089-41.4% | $133,975-67.6% | $55,167-21.3% |
| Participation rate | 90.5% | 84.3%+6.2pp | 87.1%+3.4pp | 69.0%+21.5pp |
| Annual return | 6.66% | 12.11%-5.5pp | 29.29%-22.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $616 | $3,064-79.9% | $5,211-88.2% | $1,963-68.6% |
| Participant deferral / active EE | $2,180 | $4,678-53.4% | $6,282-65.3% | $3,054-28.6% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |