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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 27 · EIN 23-2384840 8112 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Plan) | $249,280 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 13 · EIN 22-2232264 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Contract Administrator | $67,062 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 180 NORTH LA SALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $33,969 |
CAVANAGH & O'HARA1+ years Service code 29 · EIN 37-1259635 2319 WEST JEFFERSON ST · SPRINGFIELD, IL 62702 | Legal | $32,166 |
COMMERCE BANK1+ years Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $23,876 |
REAMS ASSET MANAGEMENT1+ years Filed as: UMB BANK Service code 27 · EIN 44-0194180 1010 GRAND BLVD. · KANSAS CITY, MO 64106 | Advisory (Plan) | $22,691 |
ARGENT TRUST COMPANY1+ years Filed as: ARGENT Service code 27 · EIN 43-1826950 100 S. BRENTWOOD BLVD. · ST. LOUIS, MO 63105 | Advisory (Plan) | $19,357 |
MONETARY MANAGEMENT GROUP, INC.1+ years Filed as: MONETARY MANAGEMENT Service code 27 13537 BARRETT PKWY · MANCHESTER, MO 630215886 | Advisory (Plan) | $17,788 |
VOELLINGER, SIMPSON, DOLAN1+ years Service code 10 · EIN 37-1309334 4010 NORTH ILLINOIS · BELLEVILLE, IL 62226 | Accounting | $7,600 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,376 | $71,802+2.2% | $133,975-45.2% | $57,658+27.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 1.59% | 13.51%-11.9pp | 29.29%-27.7pp | 5.13%-3.5pp |
| Employer contribution / active EE | $3,964 | $3,161+25.4% | $5,211-23.9% | $1,974+100.8% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $649 | $88+640.8% | $9,324-93.0% | $95+587.0% |