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 |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 70 WEST MADISON STREET SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $113,979 |
REAMS ASSET MANAGEMENT3+ years Service code 28 · EIN 43-1925734 227 WASHINGTON ST · COLUMBUS, IN 47202 | Investment Management | $98,045 |
COMMERCE BANK3+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $89,241 |
ARGENT CAPITAL MANAGEMENT3+ years Filed as: ARGENT CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1826950 100 S BRENTWOOD BLVD SUITE 110 · ST LOUIS, MO 63105 | Investment Management | $69,386 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $61,115 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 180 N LASALLE STREET SUITE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $50,000 |
JULIE VISINTINE1 year Service code 30 · EIN 37-6046408 | Employee (plan) | $27,187 |
US BANK3+ years Service code 21 · EIN 31-0841368 1555 N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Bank Trustee | $21,552 |
SCHEFFEL BOYLE3+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $17,387 |
HAMMOND AND SHINNERS, P.C.3+ years Filed as: HAMMOND & SHINNERS, P.C. Service code 29 · EIN 43-1429257 13205 MANCHESTER RD · DES PERES, MO 63131 | Legal | $11,763 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 8.48% | 13.03%-4.5pp | 10.36%-1.9pp | 23.90%-15.4pp |
| Employer contribution / active EE | $18,350 | $15,779+16.3% | $37,738-51.4% | $16,539+11.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |