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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK10+ years Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $83,132 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 180 NORTH LA SALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $75,324 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRINGS, MD 20910 | Investment Management | $51,849 |
AON CONSULTING10+ years Filed as: AON HEWITT Service code 13 · EIN 22-2232264 4220 DUNCAN, SUITE 401 · ST. LOUIS, MO 63110 | Contract Administrator | $45,567 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 540 W. MADISON ST STE 190 · CHICAGO, IL 60661 | Investment Management | $42,843 |
Service code 28 10700 W RESEARCH DR · MILWAUKEE, WI 53226 | Investment Management | $41,395 |
SCHEFFEL BOYLE3 years Service code 10 · EIN 37-1206530 143 NORTH KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $38,950 |
CAVANAGH & O'HARA10+ years Service code 29 · EIN 37-1259635 101 W. VANDALIA ST SUITE 245 · EDWARDSVILLE, IL 62025 | Legal | $29,210 |
MONETARY MANAGEMENT GROUP, INC.10+ years Filed as: MONETARY MANAGEMENT Service code 27 · EIN 43-1581414 13537 BARRETT PKWY · MANCHESTER, MO 630215886 | Advisory (Plan) | $24,660 |
REAMS ASSET MANAGEMENT10+ years Filed as: UMB BANK Service code 27 · EIN 44-0194180 1010 GRAND BLVD. · KANSAS CITY, MO 64106 | Advisory (Plan) | $7,638 |
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 | $67,065 | $95,593-29.8% | $121,663-44.9% | $64,728+3.6% |
| Participation rate | 72.4% | 74.9%-2.5pp | 74.5%-2.1pp | 57.9%+14.5pp |
| Annual return | 5.49% | 11.26%-5.8pp | 147.54%-142.1pp | 49.38%-43.9pp |
| Employer contribution / active EE | $11,352 | $4,093+177.3% | $3,020+275.9% | $2,243+406.2% |
| Participant deferral / active EE | $0 | $3,994-100.0% | $4,887-100.0% | $2,729-100.0% |
| Admin fee / account holder | $629 | $813-22.7% | $14,289-95.6% | $1,145-45.1% |