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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS1+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BOULEVARD · ST. LOUIS, ME 63108 | Recordkeeping | $4,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,438 | $34,492-55.2% | $80,004-80.7% | $55,191-72.0% |
| Participation rate | 32.8% | 62.9%-30.0pp | 73.0%-40.2pp | 69.2%-36.3pp |
| Annual return | -1.92% | 3.50%-5.4pp | 7.63%-9.6pp | 10.78%-12.7pp |
| Employer contribution / active EE | $289 | $1,043-72.3% | $2,473-88.3% | $1,899-84.8% |
| Participant deferral / active EE | $628 | $2,104-70.2% | $3,204-80.4% | $3,046-79.4% |
| Admin fee / account holder | $0 | $69-100.0% | $5,033-100.0% | $91-100.0% |