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| Provider | Service type | Compensation |
|---|---|---|
BANK OF EDWARDSVILLE4+ years Service code 18 · EIN 37-0259190 330 W. VANDALIA ST. · EDWARDSVILLE, IL 62025 | Investment management; Investment man... | $56,832 |
Service code 15 · EIN 37-0695761 2 SOUTH WESLEY DRIVE · EAST ALTON, IL 62024 | Recordkeeping | $37,714 |
EKON ADVISORS1 year Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Advisory (Plan) | $24,323 |
EKON BENEFITS4+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $24,170 |
Service code 10 · EIN 82-1514691 8700 MANCHESTER ROAD · ST. LOUIS, MO 63144 | Accounting | $16,240 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 8182 MARYLAND AVENUE · ST. LOUIS, ME 63105 | Accounting | $13,810 |
HAMMOND AND SHINNERS, P.C.4+ years Service code 29 · EIN 43-1429257 7730 CARONDELET AVE. · ST. LOUIS, ME 63105 | Legal | $6,669 |
FDX ADVISORS, INC.4+ years Filed as: FDX ADVISORS, INC Service code 27 · EIN 68-0129857 2399 GATEWAY OAKS DRIVE · SACRAMENTO, CA 95833 | Advisory (Plan) | $5,448 |
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Annual investment return 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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -6.65% | 1.05%-7.7pp | -752.26%+745.6pp | -0.69%-6.0pp |
| Employer contribution / active EE | $14,840 | $11,363+30.6% | $31,802-53.3% | $16,786-11.6% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |