Filed July 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS6+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $28,459 |
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 | $59,955 | $136,307-56.0% | $177,848-66.3% | $73,497-18.4% |
| Participation rate | 78.4% | 86.1%-7.7pp | 87.7%-9.3pp | 70.7%+7.7pp |
| Annual return | 15.21% | 18.68%-3.5pp | 48.33%-33.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,114 | $3,712-70.0% | $5,919-81.2% | $2,270-50.9% |
| Participant deferral / active EE | $2,753 | $5,829-52.8% | $7,714-64.3% | $3,740-26.4% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |