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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3+ years Service code 19 · EIN 43-6026325 8000 FORSYTH, 4TH FLOOR · ST. LOUIS, MO 63105 | Securities Custodian | $59,711 |
MARQUETTE ASSOCIATES2 years Service code 28 12412 POWERSCOURT DRIVE, STE 240 · ST. LOUIS, MO 63131 | Investment Management | $36,788 |
Filed as: ARNOLD, NEWBOLD, SOLLARS & HOLLINS, Service code 29 1100 MAIN ST STE 2001 · KANSAS CITY, MO 64105 | Legal | $26,840 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $26,071 |
ADVERTISING PRINTING CO.3+ years Service code 36 · EIN 43-0153380 | Copying and duplicating | $23,911 |
BRYAN CAVE LLP3+ years Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $22,000 |
Service code 15 3700 KOPPERS ST STE 400 · BALTIMORE, MD 21227 | Recordkeeping | $11,700 |
Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $6,865 |
Employer contribution per participant 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 | $2,110 | $118,441-98.2% | $151,645-98.6% | $89,433-97.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 71.3%+28.7pp |
| Annual return | -5.26% | -9.10%+3.8pp | 3.34%-8.6pp | -11.88%+6.6pp |
| Employer contribution / active EE | $961 | $4,770-79.8% | $6,165-84.4% | $3,021-68.2% |
| Participant deferral / active EE | $0 | $7,648-100.0% | $8,363-100.0% | $5,125-100.0% |
| Admin fee / account holder | $17 | $90-81.3% | $11,614-99.9% | $79-78.9% |