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| Provider | Service type | Compensation |
|---|---|---|
BUSEY WEALTH MANAGEMENT6 years Filed as: BUSEY BANK Service code 18 · EIN 37-0613731 12300 OLIVE BLVD. · CREVE COEUR, MO 63141 | Investment management; Investment man... | $66,450 |
EKON ADVISORS7 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Advisory (Plan) | $29,920 |
Service code 15 · EIN 37-0695761 2 SOUTH WESLEY DRIVE · EAST ALTON, IL 62024 | Recordkeeping | $26,858 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $25,115 |
Filed as: ANDERS, MINKLER, HUBER, HELM LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 63101 | Accounting | $21,000 |
Filed as: MORICE, LIST, & ASSOCIATES Service code 10 · EIN 82-1514691 8700 MANCHESTER ROAD · ST. LOUIS, MO 63144 | Accounting | $13,200 |
HAMMOND AND SHINNERS, P.C.10+ years Service code 29 · EIN 43-1429257 7730 CARONDELET AVE. · ST. LOUIS, MO 63105 | Legal | $11,571 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.11% | 11.08%+1.0pp | 8.10%+4.0pp | 8.76%+3.3pp |
| Employer contribution / active EE | $15,740 | $13,910+13.2% | $28,649-45.1% | $16,650-5.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |