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 |
|---|---|---|
FDX ADVISORS, INC.1+ years Filed as: FDX ADVISORS, INC Service code 27 · EIN 68-0129857 2399 GATEWAY OAKS DRIVE · SACRAMENTO, CA 95833 | Advisory (Plan) | $135,583 |
BANK OF EDWARDSVILLE1+ years Service code 18 · EIN 37-0259190 330 W. VANDALIA ST. · EDWARDSVILLE, IL 62025 | Custodial (other than securities); In... | $59,672 |
EKON BENEFITS1+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $23,505 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 8182 MARYLAND AVENUE · ST. LOUIS, ME 63105 | Accounting | $11,000 |
STEPHEN J. MORICE & ASSOCIATES1+ years Service code 10 · EIN 43-0956682 8700 MANCHESTER ROAD · ST. LOUIS, MO 63144 | Accounting | $10,000 |
HAMMOND AND SHINNERS, P.C.1+ years Service code 29 · EIN 43-1429257 7730 CARONDELET AVE. · ST. LOUIS, ME 63105 | Legal | $9,858 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -1.35% | -1.83%+0.5pp | -1.61%+0.3pp | 2.81%-4.2pp |
| Employer contribution / active EE | $15,039 | $9,208+63.3% | $30,840-51.2% | $16,358-8.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |