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| Provider | Service type | Compensation |
|---|---|---|
CORTLAND ASSOCIATES1+ years Service code 27 · EIN 43-1504890 8000 MARYLAND AVE · BALLWIN, MO 63105 | Advisory (Plan) | $57,857 |
US BANK1+ years Service code 13 · EIN 31-0841368 1 US BANK PLAZA · ST. LOUIS, MO 63101 | Contract Administrator | $56,925 |
EKON BENEFITS1+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $52,033 |
LUCCO FINANCIAL PARTNERS1+ years Service code 28 · EIN 03-0417367 120 EXECUTIVE DRIVE · HIGHLAND, IL 62249 | Investment Management | $48,043 |
MONETARY MANAGEMENT GROUP, INC.1+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · BALLWIN, MO 63021 | Investment Management | $47,309 |
REAMS ASSET MANAGEMENT1+ years Filed as: UMB BANK Service code 28 · EIN 44-0194180 2 S BROADWAY · ST. LOUIS, MO 63102 | Investment Management | $42,478 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $33,969 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZEIGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 70 WEST MADISON STREET · CHICAGO, IL 60602 | Investment Management | $33,723 |
COMMERCE BANK1+ years Filed as: COMMERCE TRUST COMAPNY Service code 28 · EIN 48-0962626 8000 FORSYTH BLVD · ST. LOUIS, MO 63105 | Investment Management | $20,228 |
CAVANAGH & O'HARA1+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 101 W. VANDALIA STREET · EDWARDSVILLE, IL 62025 | Legal | $9,300 |
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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 | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 1.30% | 3.49%-2.2pp | 4.16%-2.9pp | 7.18%-5.9pp |
| Employer contribution / active EE | $9,733 | $11,083-12.2% | $29,966-67.5% | $13,095-25.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |