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| Provider | Service type | Compensation |
|---|---|---|
BUSEY WEALTH MANAGEMENT5 years Filed as: BUSEY BANK Service code 18 · EIN 37-0613731 12300 OLIVE BLVD. · CREVE COEUR, MO 63141 | Investment management fees paid direc... | $60,553 |
EKON BENEFITS9+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $27,340 |
EKON ADVISORS6 years Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Advisory (Plan) | $25,017 |
Filed as: ANDERS, MINKLER, HUBER, HELM LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 63101 | Accounting | $22,908 |
Service code 15 · EIN 37-0695761 2 SOUTH WESLEY DRIVE · EAST ALTON, IL 62024 | Recordkeeping | $21,349 |
Service code 10 · EIN 82-1514691 8700 MANCHESTER ROAD · ST. LOUIS, MO 63144 | Accounting | $13,200 |
HAMMOND AND SHINNERS, P.C.9+ years Service code 29 · EIN 43-1429257 7730 CARONDELET AVE. · ST. LOUIS, MO 63105 | Legal | $8,307 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 12.19% | 7.15%+5.0pp | 20.18%-8.0pp | 37.74%-25.6pp |
| Employer contribution / active EE | $14,689 | $13,270+10.7% | $29,108-49.5% | $15,788-7.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |