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| Provider | Service type | Compensation |
|---|---|---|
BUSEY WEALTH MANAGEMENT1 year Filed as: BUSEY BANK Service code 18 · EIN 37-0613731 12300 OLIVE BLVD. · CREVE COEUR, MO 63141 | Custodial (other than securities); In... | $54,619 |
Service code 15 · EIN 37-0695761 2 SOUTH WESLEY DRIVE · EAST ALTON, IL 62024 | Recordkeeping | $37,714 |
EKON BENEFITS5+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $24,800 |
EKON ADVISORS2 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Advisory (Plan) | $23,074 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 8182 MARYLAND AVENUE · ST. LOUIS, ME 63105 | Accounting | $16,270 |
HAMMOND AND SHINNERS, P.C.5+ years Service code 29 · EIN 43-1429257 7730 CARONDELET AVE. · ST. LOUIS, ME 63105 | Legal | $11,682 |
Service code 10 · EIN 82-1514691 8700 MANCHESTER ROAD · ST. LOUIS, MO 63144 | Accounting | $8,617 |
FDX ADVISORS, INC.5+ years Filed as: FDX ADVISORS, INC Service code 27 · EIN 68-0129857 2399 GATEWAY OAKS DRIVE · SACRAMENTO, CA 95833 | Advisory (Plan) | $6,089 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 18.45% | 11.52%+6.9pp | 10.56%+7.9pp | 16.32%+2.1pp |
| Employer contribution / active EE | $15,804 | $11,821+33.7% | $30,197-47.7% | $17,007-7.1% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |