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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 | $77,788-41.9% | $119,126-62.1% | $64,728-30.2% |
| Participation rate | 94.0% | 69.4%+24.6pp | 75.8%+18.2pp | 57.9%+36.1pp |
| Annual return | 11.64% | 13.19%-1.5pp | 282.11%-270.5pp | 49.38%-37.7pp |
| Employer contribution / active EE | $6,492 | $4,031+61.0% | $4,034+60.9% | $2,243+189.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $228 | $1,365-83.3% | $10,693-97.9% | $1,145-80.0% |