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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON HEWITT Service code 13 · EIN 22-2232264 4220 DUNCAN, SUITE 401 · ST. LOUIS, MO 63110 | Contract Administrator | $83,549 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 180 NORTH LA SALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $53,969 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 27 · EIN 23-2384840 8112 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Plan) | $45,493 |
Service code 27 · EIN 04-2848965 2 SEAPORT LANE · BOSTON, MA 02210 | Advisory (Plan) | $31,238 |
ARGENT TRUST COMPANY5+ years Filed as: ARGENT Service code 27 · EIN 43-1826950 100 S. BRENTWOOD BLVD. · ST. LOUIS, MO 63105 | Advisory (Plan) | $30,640 |
REAMS ASSET MANAGEMENT5+ years Filed as: UMB BANK Service code 27 · EIN 44-0194180 1010 GRAND BLVD. · KANSAS CITY, MO 64106 | Advisory (Plan) | $26,213 |
MONETARY MANAGEMENT GROUP, INC.5+ years Filed as: MONETARY MANAGEMENT Service code 27 13537 BARRETT PKWY · MANCHESTER, MO 630215886 | Advisory (Plan) | $19,129 |
COMMERCE BANK5+ years Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $18,611 |
THE SEGAL COMPANY1 year Filed as: SEGAL BRYANT AND HAMILL Service code 11 · EIN 41-1788385 540 W. MADISON ST STE 190 · CHICAGO, IL 60661 | Actuarial | $17,582 |
CAVANAGH & O'HARA5+ years Service code 29 · EIN 37-1259635 333 SALEM PLACE, STE 240 · FAIRVIEW HEIGHTS, IL 62208 | Legal | $16,484 |
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 | $76,450 | $111,608-31.5% | $177,840-57.0% | $73,412+4.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 5.10% | 18.23%-13.1pp | 48.32%-43.2pp | 59.30%-54.2pp |
| Employer contribution / active EE | $3,988 | $3,796+5.1% | $5,919-32.6% | $2,234+78.5% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $585 | $166+253.3% | $12,431-95.3% | $158+270.5% |