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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK9+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $57,143 |
PLUMBERS LOCAL UNION NO. 6909+ years Filed as: PLUMBERS LOCAL 25 BENEFIT FUND LLC Service code 13 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Contract Administrator | $31,500 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $29,808 |
Service code 27 · EIN 59-3676225 531 W MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $29,000 |
EKON BENEFITS9+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $27,190 |
RBC GLOBAL ASSET MANAGEMENT9+ years Filed as: RBC GLOBAL ASSET MANAGEMENT (US)INC Service code 28 · EIN 41-1460668 100 SOUTH FIFTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $22,647 |
SCHEFFEL BOYLE9+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $16,800 |
CHARLES L. CRANE AGENCY2 years Filed as: CHARLES L. CRANE AGENCY COMPANY Service code 23 · EIN 43-1394059 400 CHESTERFIELD CENTER · CHESTERFIELD, MO 63017 | Insurance services | $15,589 |
HAMMOND AND SHINNERS, P.C.9+ years Filed as: HAMMOND AND SHINNERS PC Service code 29 · EIN 43-1429257 7730 CARONDELET · ST LOUIS, MO 63105 | Legal | $10,861 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 111 W. MONROE STREET · CHICAGO, IL 60603 | Securities Custodian | $3,895 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 21.81% | 11.01%+10.8pp | 8.10%+13.7pp | 7.65%+14.2pp |
| Employer contribution / active EE | $13,921 | $13,413+3.8% | $28,649-51.4% | $20,582-32.4% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |