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| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC10+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 85-0597999 70 WEST MADISON STREET · CHICAGO, IL 60602 | Investment Management | $61,911 |
US BANK4 years Service code 19 · EIN 31-0841368 505 NORTH 7TH STREET · ST. LOUIS, MO 63101 | Securities Custodian | $31,991 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $30,600 |
Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 63101 | Accounting | $24,200 |
Filed as: STEAMFITTERS LOCAL 439 Service code 30 1220 DONALD BAILEY DRIVE · CASEYVILLE, IA 62232 | Participant communication; Employee (... | $23,176 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 17.89% | 11.01%+6.9pp | 8.10%+9.8pp | 7.65%+10.2pp |
| Employer contribution / active EE | $12,842 | $13,413-4.3% | $28,649-55.2% | $20,582-37.6% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |