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| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 501 NORTH BROADWAY · ST. LOUIS, MO 63102 | Investment Management | $59,706 |
REGIONS BANK2+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 19 · EIN 63-0371391 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Securities Custodian | $55,525 |
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $25,000 |
MENGWASSER MARTIN LALL & CLARK2+ years Service code 10 · EIN 43-1564913 12647 OLIVE BLVD. · ST. LOUIS, MO 63141 | Accounting | $14,321 |
HAMMOND AND SHINNERS, P.C.2+ years Service code 29 · EIN 43-1429257 7730 CARONDELET AVENUE · ST. LOUS, MO 63105 | Legal | $9,828 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 6.91% | 2.79%+4.1pp | 4.16%+2.7pp | 11.88%-5.0pp |
| Employer contribution / active EE | $10,574 | $10,530+0.4% | $29,966-64.7% | $14,612-27.6% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |