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| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 501 NORTH BROADWAY · ST. LOUIS, MO 63102 | Investment Management | $68,053 |
REGIONS BANK3+ years Filed as: REGIONS INSTITUTIONAL TRUST Service code 19 · EIN 63-0371391 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Securities Custodian | $59,275 |
EKON BENEFITS3+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $25,000 |
MENGWASSER MARTIN LALL & CLARK3+ years Service code 10 · EIN 43-1564913 12647 OLIVE BLVD. · ST. LOUIS, MO 63141 | Accounting | $14,028 |
HAMMOND AND SHINNERS, P.C.3+ years Service code 29 · EIN 43-1429257 7730 CARONDELET AVENUE · ST. LOUS, MO 63105 | Legal | $11,589 |
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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 | 14.67% | 11.09%+3.6pp | 8.32%+6.4pp | 13.95%+0.7pp |
| Employer contribution / active EE | $8,583 | $10,980-21.8% | $30,793-72.1% | $16,598-48.3% |
| 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% |