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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9+ years Filed as: AON HEWITT Service code 13 · EIN 22-2232264 4220 DUNCAN, SUITE 401 · ST. LOUIS, MO 63110 | Contract Administrator | $127,796 |
COMMERCE BANK9+ years Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $84,644 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 180 NORTH LA SALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $70,321 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRINGS, MD 20910 | Investment Management | $62,847 |
REAMS ASSET MANAGEMENT9+ years Filed as: UMB BANK Service code 27 · EIN 44-0194180 1010 GRAND BLVD. · KANSAS CITY, MO 64106 | Advisory (Plan) | $40,695 |
ARISTOTLE CAPITAL MANAGEMENT3 years Service code 10 · EIN 95-4833644 11100 SANTA MONICA BLVD SUITE 1700 · LOS ANGELES, CA 90025 | Accounting | $34,612 |
CAVANAGH & O'HARA9+ years Service code 29 · EIN 37-1259635 101 W. VANDALIA ST SUITE 245 · EDWARDSVILLE, IL 62025 | Legal | $31,268 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 540 W. MADISON ST STE 190 · CHICAGO, IL 60661 | Investment Management | $30,449 |
CONGRESS ASSET MANAGEMENT5 years Service code 27 · EIN 04-2848965 2 SEAPORT LANE · BOSTON, MA 02210 | Advisory (Plan) | $29,528 |
SCHEFFEL BOYLE2 years Service code 10 · EIN 37-1206530 143 NORTH KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $26,590 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,991 | $92,186-28.4% | $105,624-37.5% | $77,762-15.1% |
| Participation rate | 86.7% | 81.0%+5.6pp | 75.3%+11.4pp | 70.6%+16.1pp |
| Annual return | 8.92% | 17.83%-8.9pp | 116.20%-107.3pp | 31.27%-22.4pp |
| Employer contribution / active EE | $12,143 | $3,376+259.7% | $3,168+283.3% | $2,728+345.1% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $584 | $219+166.4% | $10,961-94.7% | $433+34.8% |