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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED4+ years Filed as: FEDERATED CLOVER Service code 28 · EIN 51-0366757 400 MERIDIAN CENTRE · ROCHESTER, NY 146183983 | Investment Management | $60,118 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE 1 Service code 30 · EIN 37-1043440 PO BOX 10 · EAST ALTON, IL 620240010 | Direct payment from the plan; Employe... | $45,080 |
HAMMOND AND SHINNERS, P.C.4+ years Filed as: HAMMOND AND SHINNERS, PC Service code 29 · EIN 43-1429257 13205 MANCHESTER RD · ST. LOUIS, MO 63131 | Legal | $35,527 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $32,000 |
ROMOLO & ASSOCIATES4+ years Service code 10 · EIN 37-1077733 1700 W LUTHY DRIVE · PEORIA, IL 61615 | Accounting | $28,863 |
Filed as: PARAMETRIC PORTFOLIO ASSOC, LLC Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $23,897 |
FIRST MIDWEST BANK4+ years Filed as: FIRST MIDWEST Service code 19 · EIN 36-1495255 27 NORTH VERMILION STRET · DANVILLE, IL 61832 | Securities Custodian | $16,817 |
SYSTEM DESIGN ASSOCIATES4+ years Service code 16 · EIN 43-1228887 900 S HIGHWAY DRIVE, SUITE 102 · FENTON, MO 63026 | Consulting | $8,577 |
EKON BENEFITS1 year Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,107 | $66,601+5.3% | $92,903-24.5% | $67,579+3.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 4.38% | 92.58%-88.2pp | 109.43%-105.1pp | 378.56%-374.2pp |
| Employer contribution / active EE | $7,768 | $2,775+179.9% | $3,653+112.7% | $2,148+261.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $304 | $199+52.9% | $5,795-94.8% | $142+113.7% |