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| Provider | Service type | Compensation |
|---|---|---|
CORTLAND ASSOCIATES2+ years Service code 28 · EIN 43-1504890 8000 MARYLAND AVE · BALLWIN, MO 63105 | Investment Management | $78,990 |
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $51,618 |
MONETARY MANAGEMENT GROUP, INC.2+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · BALLWIN, MO 63021 | Investment Management | $45,707 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $41,887 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $34,630 |
US BANK2+ years Service code 13 · EIN 31-0841368 1 US BANK PLAZA · ST. LOUIS, MO 63101 | Contract Administrator | $27,411 |
REAMS ASSET MANAGEMENT2+ years Filed as: UMB BANK Service code 28 · EIN 44-0194180 2 S BROADWAY · ST. LOUIS, MO 63102 | Investment Management | $22,475 |
COMMERCE BANK2+ years Filed as: COMMERCE TRUST COMAPNY Service code 28 · EIN 48-0962626 8000 FORSYTH BLVD · ST. LOUIS, MO 63105 | Investment Management | $22,308 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZEIGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 70 WEST MADISON STREET · CHICAGO, IL 60602 | Investment Management | $21,622 |
VOELLINGER, SIMPSON, DOLAN2+ years Filed as: VOELLINGER, SIMPSON, DOLAN & ASSOC Service code 10 · EIN 37-1309334 4010 NORTH ILLINOIS STREET · BELLEVILLE, IL 62226 | Accounting | $7,400 |
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Participant contribution per participant 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 | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.85% | 11.78%-1.9pp | 8.32%+1.5pp | 23.90%-14.0pp |
| Employer contribution / active EE | $12,660 | $11,309+12.0% | $30,793-58.9% | $16,539-23.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |