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| Provider | Service type | Compensation |
|---|---|---|
MENGWASSER MARTIN LALL & CLARK3+ years Filed as: MENGWASSER MARTIN LALL & CLARK P.C. Service code 10 · EIN 43-1564913 | Accounting | $12,631 |
HAMMOND AND SHINNERS, P.C.3+ years Service code 29 · EIN 43-1429257 | Legal | $9,504 |
EKON BENEFITS3+ years Service code 15 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $1,176 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,208 | $50,637+70.2% | $86,582-0.4% | $62,293+38.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.94% | 20.80%-1.9pp | 965.08%-946.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $3,451 | $2,075+66.3% | $2,839+21.5% | $2,042+69.0% |
| Participant deferral / active EE | $2,654 | $2,611+1.7% | $3,609-26.4% | $3,169-16.2% |
| Admin fee / account holder | $207 | $413-49.9% | $4,904-95.8% | $479-56.8% |