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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS2 years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $59,280 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $35,500 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 1700 W LUTHY DRIVE · PEORIA, IL 61615 | Accounting | $27,611 |
Filed as: PARAMETRIC PORTFOLIO ASSOC, LLC Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $24,814 |
HAMMOND AND SHINNERS, P.C.5+ years Filed as: HAMMOND AND SHINNERS, PC Service code 29 · EIN 43-1429257 13205 MANCHESTER RD · ST. LOUIS, MO 63131 | Legal | $24,601 |
FIRST MIDWEST BANK5+ years Filed as: FIRST MIDWEST Service code 19 · EIN 36-1495255 27 NORTH VERMILION STRET · DANVILLE, IL 61832 | Securities Custodian | $12,488 |
FEDERATED5+ years Filed as: FEDERATED CLOVER Service code 28 · EIN 51-0366757 400 MERIDIAN CENTRE · ROCHESTER, NY 146183983 | Investment Management | $9,197 |
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 | $71,001 | $91,517-22.4% | $101,271-29.9% | $73,412-3.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 1.25% | 17.17%-15.9pp | 46.48%-45.2pp | 59.30%-58.0pp |
| Employer contribution / active EE | $8,079 | $2,877+180.8% | $3,660+120.7% | $2,234+261.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $216 | $216+0.1% | $5,948-96.4% | $158+36.8% |