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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK10+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $67,477 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 531 W MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $33,083 |
PLUMBERS LOCAL 25 BENEFIT FUND LLC10+ years Service code 13 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Contract Administrator | $31,500 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $29,710 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $26,936 |
SCHEFFEL BOYLE10+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $17,300 |
CHARLES L. CRANE AGENCY3 years Filed as: CHARLES L. CRANE AGENCY COMPANY Service code 23 · EIN 43-1394059 400 CHESTERFIELD CENTER · CHESTERFIELD, MO 63017 | Insurance services | $16,615 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: RBC GLOBAL ASSET MANAGEMENT (US)INC Service code 28 · EIN 41-1460668 100 SOUTH FIFTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $15,798 |
HAMMOND AND SHINNERS, P.C.10+ years Filed as: HAMMOND AND SHINNERS PC Service code 29 · EIN 43-1429257 7730 CARONDELET · ST LOUIS, MO 63105 | Legal | $11,432 |
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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 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 11.20% | 13.02%-1.8pp | 9.57%+1.6pp | 9.16%+2.0pp |
| Employer contribution / active EE | $15,427 | $13,807+11.7% | $26,706-42.2% | $19,955-22.7% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |