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 |
|---|---|---|
AON CONSULTING8+ years Filed as: AON HEWITT Service code 13 · EIN 22-2232264 4220 DUNCAN, SUITE 401 · ST. LOUIS, MO 63110 | Contract Administrator | $104,794 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 180 NORTH LA SALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $67,903 |
SCHEFFEL BOYLE1 year Service code 10 · EIN 37-1206530 143 NORTH KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $47,910 |
REAMS ASSET MANAGEMENT8+ years Filed as: UMB BANK Service code 27 · EIN 44-0194180 1010 GRAND BLVD. · KANSAS CITY, MO 64106 | Advisory (Plan) | $40,171 |
COMMERCE BANK8+ years Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $39,478 |
ARISTOTLE CAPITAL MANAGEMENT2 years Service code 10 · EIN 95-4833644 11100 SANTA MONICA BLVD SUITE 1700 · LOS ANGELES, CA 90025 | Accounting | $32,355 |
CONGRESS ASSET MANAGEMENT4 years Service code 27 · EIN 04-2848965 2 SEAPORT LANE · BOSTON, MA 02210 | Advisory (Plan) | $30,337 |
CAVANAGH & O'HARA8+ years Service code 29 · EIN 37-1259635 101 W. VANDALIA ST SUITE 245 · EDWARDSVILLE, IL 62025 | Legal | $25,672 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT AND HAMILL Service code 28 · EIN 41-1788385 540 W. MADISON ST STE 190 · CHICAGO, IL 60661 | Investment Management | $23,462 |
MONETARY MANAGEMENT GROUP, INC.8+ years Filed as: MONETARY MANAGEMENT Service code 27 13537 BARRETT PKWY · MANCHESTER, MO 630215886 | Advisory (Plan) | $15,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $68,412 | $84,784-19.3% | $98,450-30.5% | $74,440-8.1% |
| Participation rate | 52.6% | 81.5%-28.9pp | 75.2%-22.5pp | 70.7%-18.1pp |
| Annual return | 4.04% | 20.59%-16.6pp | 21.16%-17.1pp | 34.37%-30.3pp |
| Employer contribution / active EE | $14,212 | $3,364+322.5% | $3,049+366.2% | $2,638+438.8% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,739-100.0% | $4,529-100.0% |
| Admin fee / account holder | $589 | $204+188.0% | $8,961-93.4% | $348+69.3% |