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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7+ years Filed as: AON HEWITT Service code 13 · EIN 22-2232264 4220 DUNCAN, SUITE 401 · ST. LOUIS, MO 63110 | Contract Administrator | $87,072 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 180 NORTH LA SALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $58,679 |
REAMS ASSET MANAGEMENT7+ years Filed as: UMB BANK Service code 27 · EIN 44-0194180 1010 GRAND BLVD. · KANSAS CITY, MO 64106 | Advisory (Plan) | $42,698 |
COMMERCE BANK7+ years Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $41,577 |
Service code 10 · EIN 95-4833644 11100 SANTA MONICA BLVD SUITE 1700 · LOS ANGELES, CA 90025 | Accounting | $38,027 |
CONGRESS ASSET MANAGEMENT3 years Service code 27 · EIN 04-2848965 2 SEAPORT LANE · BOSTON, MA 02210 | Advisory (Plan) | $33,981 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 540 W. MADISON ST STE 190 · CHICAGO, IL 60661 | Investment Management | $28,135 |
CAVANAGH & O'HARA7+ years Service code 29 · EIN 37-1259635 101 W. VANDALIA ST SUITE 245 · EDWARDSVILLE, IL 62025 | Legal | $22,161 |
MONETARY MANAGEMENT GROUP, INC.7+ years Filed as: MONETARY MANAGEMENT Service code 27 13537 BARRETT PKWY · MANCHESTER, MO 630215886 | Advisory (Plan) | $19,558 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 27 · EIN 23-2384840 8112 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Plan) | $9,083 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,211 | $81,948-18.0% | $90,760-25.9% | $64,819+3.7% |
| Participation rate | 93.1% | 80.5%+12.7pp | 75.7%+17.4pp | 71.5%+21.6pp |
| Annual return | -5.04% | -12.53%+7.5pp | -12.16%+7.1pp | 32.84%-37.9pp |
| Employer contribution / active EE | $11,796 | $3,067+284.6% | $2,922+303.7% | $2,507+370.5% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $544 | $157+246.5% | $8,444-93.6% | $188+189.8% |