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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS1+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST LOUIS, MO 63108 | Recordkeeping | $53,969 |
ANDERS MINKLER HUBER & HELM LLP1+ years Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST LOUIS, MO 63101 | Accounting | $11,055 |
SCHUCHAT, COOK & WERNER1+ years Filed as: SCHUCHAT COOK & WERNER Service code 22 · EIN 43-0763010 1221 LOCUST STREET · ST. LOUIS, MO 63103 | Insurance Broker | $5,643 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,795 | $68,413-88.6% | $123,105-93.7% | $55,191-85.9% |
| Participation rate | 78.0% | 84.5%-6.5pp | 86.8%-8.8pp | 69.2%+8.8pp |
| Annual return | -1.78% | 6.30%-8.1pp | 13.22%-15.0pp | 10.78%-12.6pp |
| Employer contribution / active EE | $741 | $3,050-75.7% | $5,151-85.6% | $1,899-61.0% |
| Participant deferral / active EE | $459 | $4,490-89.8% | $6,229-92.6% | $3,046-84.9% |
| Admin fee / account holder | $131 | $88+48.9% | $9,014-98.5% | $91+44.0% |