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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS3+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $60,372 |
MONETARY MANAGEMENT GROUP, INC.3+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · BALLWIN, MO 63021 | Investment Management | $46,943 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $43,766 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $39,630 |
US BANK3+ years Service code 13 · EIN 31-0841368 1 US BANK PLAZA · ST. LOUIS, MO 63101 | Contract Administrator | $26,437 |
COMMERCE BANK3+ years Filed as: COMMERCE TRUST COMAPNY Service code 28 · EIN 48-0962626 8000 FORSYTH BLVD · ST. LOUIS, MO 63105 | Investment Management | $21,046 |
REAMS ASSET MANAGEMENT3+ years Filed as: UMB BANK Service code 28 · EIN 44-0194180 2 S BROADWAY · ST. LOUIS, MO 63102 | Investment Management | $18,678 |
VOELLINGER, SIMPSON, DOLAN3+ years Filed as: VOELLINGER, SIMPSON, DOLAN & ASSOC Service code 10 · EIN 37-1309334 4010 NORTH ILLINOIS STREET · BELLEVILLE, IL 62226 | Accounting | $7,550 |
CAVANAGH & O'HARA3+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 101 W. VANDALIA STREET · EDWARDSVILLE, IL 62025 | Legal | $7,000 |
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: ZEIGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 70 WEST MADISON STREET · CHICAGO, IL 60602 | Investment Management | $6,369 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 12.61% | 4.25%+8.4pp | -752.26%+764.9pp | 0.19%+12.4pp |
| Employer contribution / active EE | $12,940 | $11,906+8.7% | $31,802-59.3% | $13,763-6.0% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |