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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 27 · EIN 23-2384840 8112 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Plan) | $211,836 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 13 · EIN 22-2232264 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Contract Administrator | $71,614 |
CAVANAGH & O'HARA2+ years Service code 29 · EIN 37-1259635 333 SALEM PLACE, STE 240 · FAIRVIEW HEIGHTS, IL 62208 | Legal | $52,219 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 180 NORTH LA SALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $48,680 |
REAMS ASSET MANAGEMENT2+ years Filed as: UMB BANK Service code 27 · EIN 44-0194180 1010 GRAND BLVD. · KANSAS CITY, MO 64106 | Advisory (Plan) | $26,448 |
COMMERCE BANK2+ years Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $25,254 |
ARGENT TRUST COMPANY2+ years Filed as: ARGENT Service code 27 · EIN 43-1826950 100 S. BRENTWOOD BLVD. · ST. LOUIS, MO 63105 | Advisory (Plan) | $24,384 |
MONETARY MANAGEMENT GROUP, INC.2+ years Filed as: MONETARY MANAGEMENT Service code 27 13537 BARRETT PKWY · MANCHESTER, MO 630215886 | Advisory (Plan) | $22,216 |
ULLICO1 year Service code 27 1625 EYE STREET, NW · WASHINGTON, DC 20006 | Advisory (Plan) | $10,368 |
VOELLINGER, SIMPSON, DOLAN2+ years Service code 10 · EIN 37-1309334 4010 NORTH ILLINOIS · BELLEVILLE, IL 62226 | Accounting | $7,900 |
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 | $73,327 | $81,537-10.1% | $149,721-51.0% | $69,631+5.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 8.28% | 22.79%-14.5pp | 1501.67%-1493.4pp | 27571.02%-27562.7pp |
| Employer contribution / active EE | $3,958 | $3,239+22.2% | $5,444-27.3% | $2,032+94.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $640 | $107+499.1% | $11,282-94.3% | $110+479.8% |