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| Provider | Service type | Compensation |
|---|---|---|
SUSAN M BALDUS1 year Service code 30 · EIN 37-1186588 | Employee (plan); Direct payment from ... | $63,414 |
BANK OF EDWARDSVILLE3+ years Filed as: THE BANK OF EDWARDSVILLE Service code 10 330 WEST VANDALIA · EDWARDSVILLE, IL 62025 | Accounting | $38,112 |
MENGWASSER MARTIN LALL & CLARK3+ years Filed as: MENGWASSER MARTIN LALL & CLARK P.C. Service code 10 12647 OLIVE BLVD SUITE 120 · ST. LOUIS, MO 631416345 | Accounting | $28,158 |
EKON BENEFITS3+ years Service code 11 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $15,530 |
Filed as: HAMMOND, SHINNERS, TURCOTTE, LARREW Service code 29 7730 CARONDELET AVE STE 200 · ST. LOUIS, MO 631053326 | Legal | $7,098 |
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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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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 14.39% | 11.09%+3.3pp | 8.32%+6.1pp | 13.95%+0.4pp |
| Employer contribution / active EE | $8,234 | $10,980-25.0% | $30,793-73.3% | $16,598-50.4% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |