Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $42,316 |
COMMERCE BANK7+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $35,399 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK N.A. Service code 19 · EIN 36-2085229 111 W. MONROE STREET · CHICAGO, IL 60603 | Securities Custodian | $32,927 |
ANDCO CONSULTING6 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $29,000 |
EKON BENEFITS7+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $26,030 |
PLUMBERS LOCAL UNION NO. 6907+ years Filed as: PLUMBERS LOCAL 25 BENEFIT FUND LLC Service code 13 · EIN 47-1064332 4600 46TH AVENUE · ROCK ISLAND, IL 61201 | Contract Administrator | $22,500 |
RBC GLOBAL ASSET MANAGEMENT7+ years Filed as: RBC GLOBAL ASSET MANAGEMENT (US)INC Service code 28 · EIN 41-1460668 100 SOUTH FIFTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $19,242 |
SCHEFFEL BOYLE7+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $14,000 |
HAMMOND AND SHINNERS, P.C.7+ years Filed as: HAMMOND AND SHINNERS PC Service code 29 · EIN 43-1429257 7730 CARONDELET · ST LOUIS, MO 63105 | Legal | $10,892 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -13.08% | -6.78%-6.3pp | -5.84%-7.2pp | 39.77%-52.9pp |
| Employer contribution / active EE | $13,252 | $13,335-0.6% | $31,839-58.4% | $19,959-33.6% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |