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.3+ years Filed as: WELLS FARGO Service code 27 · EIN 23-2384840 8112 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Plan) | $93,916 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 13 · EIN 22-2232264 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Contract Administrator | $75,344 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 180 NORTH LA SALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $53,279 |
REAMS ASSET MANAGEMENT3+ years Filed as: UMB BANK Service code 27 · EIN 44-0194180 1010 GRAND BLVD. · KANSAS CITY, MO 64106 | Advisory (Plan) | $43,168 |
COMMERCE BANK3+ years Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $36,668 |
CAVANAGH & O'HARA3+ years Service code 29 · EIN 37-1259635 333 SALEM PLACE, STE 240 · FAIRVIEW HEIGHTS, IL 62208 | Legal | $31,203 |
ARGENT TRUST COMPANY3+ years Filed as: ARGENT Service code 27 · EIN 43-1826950 100 S. BRENTWOOD BLVD. · ST. LOUIS, MO 63105 | Advisory (Plan) | $29,510 |
MONETARY MANAGEMENT GROUP, INC.3+ years Filed as: MONETARY MANAGEMENT Service code 27 13537 BARRETT PKWY · MANCHESTER, MO 630215886 | Advisory (Plan) | $26,498 |
ULLICO2 years Service code 27 1625 EYE STREET, NW · WASHINGTON, DC 20006 | Advisory (Plan) | $22,021 |
VOELLINGER, SIMPSON, DOLAN3+ years Service code 10 · EIN 37-1309334 4010 NORTH ILLINOIS · BELLEVILLE, IL 62226 | Accounting | $7,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,985 | $80,005-2.5% | $140,019-44.3% | $55,725+39.9% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 10.76% | 0.46%+10.3pp | 651.15%-640.4pp | 244.93%-234.2pp |
| Employer contribution / active EE | $3,300 | $3,403-3.0% | $5,605-41.1% | $2,078+58.8% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $595 | $116+414.5% | $10,705-94.4% | $115+416.7% |