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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2+ years Service code 19 · EIN 43-6026325 8000 FORSYTH, 4TH FLOOR · ST. LOUIS, MO 63105 | Securities Custodian | $51,345 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $28,814 |
MARQUETTE ASSOCIATES1 year Service code 28 12412 POWERSCOURT DRIVE, STE 240 · ST. LOUIS, MO 63131 | Investment Management | $26,602 |
BRYAN CAVE LLP2+ years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $24,182 |
JBM COMPUTER CONSULTANTS2+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 16 20 N. AMERICA DR. · WEST SENECA, NY 14224 | Consulting | $21,000 |
ADVERTISING PRINTING CO.2+ years Service code 36 · EIN 43-0153380 | Copying and duplicating | $19,176 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,405 | $143,889-99.0% | $189,537-99.3% | $106,520-98.7% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 71.3%+28.7pp |
| Annual return | 5.39% | 17.38%-12.0pp | 555.34%-549.9pp | 19.28%-13.9pp |
| Employer contribution / active EE | $760 | $4,416-82.8% | $6,161-87.7% | $2,840-73.3% |
| Participant deferral / active EE | $0 | $7,575-100.0% | $8,220-100.0% | $4,948-100.0% |
| Admin fee / account holder | $13 | $98-87.1% | $12,048-99.9% | $75-83.0% |