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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT1+ years Filed as: GABELLI ASSET MANAGEMENT CO. Service code 28 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $83,591 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $56,274 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 27 · EIN 95-3692822 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $44,007 |
PLUMBERS LOCAL UNION NO. 6901+ years Filed as: PLUMBERS LOCAL 25 BENEFIT FUND LLC Service code 13 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Contract Administrator | $30,000 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 111 W. MONROE STREET · CHICAGO, IL 60603 | Securities Custodian | $29,275 |
COMMERCE BANK1+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Securities Custodian | $24,363 |
EKON BENEFITS1+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $24,125 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MANAGEMENT (US)INC Service code 28 · EIN 41-1460668 100 SOUTH FIFTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $16,684 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $13,500 |
SCHEFFEL BOYLE1+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $11,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 7.99% | 2.79%+5.2pp | 4.16%+3.8pp | 11.88%-3.9pp |
| Employer contribution / active EE | $10,784 | $10,530+2.4% | $29,966-64.0% | $14,612-26.2% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |