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| Provider | Service type | Compensation |
|---|---|---|
BUSEY WEALTH MANAGEMENT4 years Filed as: BUSEY BANK Service code 18 · EIN 37-0613731 12300 OLIVE BLVD. · CREVE COEUR, MO 63141 | Custodial (other than securities); In... | $60,076 |
Service code 15 · EIN 37-0695761 2 SOUTH WESLEY DRIVE · EAST ALTON, IL 62024 | Recordkeeping | $37,960 |
EKON ADVISORS5 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Advisory (Plan) | $27,052 |
EKON BENEFITS8+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $25,220 |
Filed as: ANDERS, MINKLER, HUBER, HELM LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 63101 | Accounting | $20,000 |
Service code 10 · EIN 82-1514691 8700 MANCHESTER ROAD · ST. LOUIS, MO 63144 | Accounting | $16,611 |
HAMMOND AND SHINNERS, P.C.8+ years Service code 29 · EIN 43-1429257 7730 CARONDELET AVE. · ST. LOUIS, ME 63105 | Legal | $5,727 |
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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 | $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 | -15.06% | -6.78%-8.3pp | -5.85%-9.2pp | 39.77%-54.8pp |
| Employer contribution / active EE | $16,283 | $13,335+22.1% | $31,839-48.9% | $19,959-18.4% |
| 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% |