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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT Service code 13 · EIN 22-2232264 4220 DUNCAN, SUITE 401 · ST. LOUIS, MO 63110 | Contract Administrator | $76,043 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 180 NORTH LA SALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $54,253 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 27 · EIN 23-2384840 8112 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Plan) | $49,522 |
REAMS ASSET MANAGEMENT4+ years Filed as: UMB BANK Service code 27 · EIN 44-0194180 1010 GRAND BLVD. · KANSAS CITY, MO 64106 | Advisory (Plan) | $31,996 |
COMMERCE BANK4+ years Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $30,896 |
CAVANAGH & O'HARA4+ years Service code 29 · EIN 37-1259635 333 SALEM PLACE, STE 240 · FAIRVIEW HEIGHTS, IL 62208 | Legal | $26,598 |
MONETARY MANAGEMENT GROUP, INC.4+ years Filed as: MONETARY MANAGEMENT Service code 27 13537 BARRETT PKWY · MANCHESTER, MO 630215886 | Advisory (Plan) | $22,729 |
ARGENT TRUST COMPANY4+ years Filed as: ARGENT Service code 27 · EIN 43-1826950 100 S. BRENTWOOD BLVD. · ST. LOUIS, MO 63105 | Advisory (Plan) | $18,759 |
VOELLINGER, SIMPSON, DOLAN4+ years Service code 10 · EIN 37-1309334 4010 NORTH ILLINOIS · BELLEVILLE, IL 62226 | Accounting | $6,600 |
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 | $72,472 | $88,515-18.1% | $162,177-55.3% | $67,579+7.2% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 4.31% | 27.04%-22.7pp | 115.60%-111.3pp | 378.56%-374.2pp |
| Employer contribution / active EE | $3,249 | $3,563-8.8% | $5,613-42.1% | $2,148+51.3% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $525 | $124+324.7% | $10,843-95.2% | $142+269.1% |