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| Provider | Service type | Compensation |
|---|---|---|
EKON ADVISORS8 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Advisory (Plan) | $79,202 |
EKON BENEFITS9+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $50,735 |
INVESCO9+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 51 P.O. BOX 79269 · ATLANTA, GA 30357 | Investment Mgmt Fees | $10,288 |
Filed as: GRABEL, SCHNEIDERS, HOLLMAN & CO Service code 10 206 W ARGONNE DR · KIRKWOOD, MO 63122 | Accounting | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,391 | $89,282-22.3% | $94,664-26.7% | $74,460-6.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 70.7%+29.3pp |
| Annual return | 17.15% | 25.96%-8.8pp | 156.84%-139.7pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,030 | $3,022-32.8% | $3,673-44.7% | $2,638-23.1% |
| Participant deferral / active EE | $260 | $8,425-96.9% | $7,417-96.5% | $4,530-94.3% |
| Admin fee / account holder | $178 | $219-18.7% | $7,222-97.5% | $348-48.9% |