Filed July 28, 2022
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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 | $24,154 |
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.
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 | $53,354 | $98,982-46.1% | $162,185-67.1% | $65,186-18.2% |
| Participation rate | 76.5% | 85.8%-9.2pp | 87.6%-11.0pp | 70.2%+6.3pp |
| Annual return | 23.06% | 24.84%-1.8pp | 115.61%-92.6pp | 29.39%-6.3pp |
| Employer contribution / active EE | $859 | $3,467-75.2% | $5,613-84.7% | $2,177-60.5% |
| Participant deferral / active EE | $2,387 | $5,384-55.7% | $7,297-67.3% | $3,514-32.1% |
| Admin fee / account holder | $0 | $596-100.0% | $10,844-100.0% | $847-100.0% |