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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 37-1037101 | Contract Administrator | $98,352 |
ROCKWOOD CAPITAL ADVISORS1+ years Service code 28 721 EMERSON ROAD, SUITE 565 · ST. LOUIS, MO 63141 | Investment Management | $71,514 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $31,104 |
ROMOLO & ASSOCIATES1+ years Service code 10 · EIN 37-1077733 | Accounting | $17,500 |
Service code 28 · EIN 90-0789283 | Investment Management | $14,096 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $11,768 |
CAVANAGH & O'HARA1+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $5,488 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,330 | $54,392-66.3% | $84,753-78.4% | $63,975-71.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 3.09% | 611.38%-608.3pp | 22.78%-19.7pp | 48.65%-45.6pp |
| Employer contribution / active EE | $4,141 | $2,943+40.7% | $3,574+15.9% | $2,182+89.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $132 | $136-3.1% | $5,333-97.5% | $70+86.8% |