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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS10+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $180,748 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON-MCSHANE Service code 14 12200 N AMBASSADOR DR STE 400 · KANSAS CITY, MO 64163 | Plan Administrator | $69,773 |
Service code 29 · EIN 43-1174269 | Legal | $43,242 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 10 · EIN 43-1244218 | Accounting | $20,290 |
Filed as: ANDERS CPAS Service code 10 800 MARKET STREET · ST. LOUIS, MO 63101 | Accounting | $20,000 |
MARQUETTE ASSOCIATES3 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,202 | $92,224-51.0% | $105,223-57.0% | $79,634-43.2% |
| Participation rate | 94.0% | 69.2%+24.8pp | 75.0%+18.9pp | 62.5%+31.5pp |
| Annual return | 11.64% | 88.65%-77.0pp | 180.65%-169.0pp | 36.46%-24.8pp |
| Employer contribution / active EE | $6,492 | $3,965+63.7% | $3,689+76.0% | $2,529+156.7% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $228 | $1,121-79.6% | $8,859-97.4% | $1,002-77.2% |