Filed July 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS7+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $33,124 |
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 | $67,699 | $121,341-44.2% | $189,545-64.3% | $79,389-14.7% |
| Participation rate | 82.5% | 86.1%-3.6pp | 87.8%-5.3pp | 70.7%+11.8pp |
| Annual return | 17.92% | 21.08%-3.2pp | 555.36%-537.4pp | 116.89%-99.0pp |
| Employer contribution / active EE | $461 | $3,915-88.2% | $6,162-92.5% | $2,428-81.0% |
| Participant deferral / active EE | $3,287 | $6,395-48.6% | $8,220-60.0% | $4,046-18.8% |
| Admin fee / account holder | $0 | $651-100.0% | $12,049-100.0% | $626-100.0% |