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 |
|---|---|---|
EKON BENEFITS4+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $54,682 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $47,086 |
COMMERCE BANK4+ years Filed as: COMMERCE TRUST COMAPNY Service code 19 · EIN 48-0962626 8000 FORSYTH BLVD · ST. LOUIS, MO 63105 | Securities Custodian | $44,147 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $33,969 |
MONETARY MANAGEMENT GROUP, INC.4+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · BALLWIN, MO 63021 | Investment Management | $30,810 |
SCOUT INVESTMENTS, INC.1 year Filed as: SCOUT INVESTMENTS, INC Service code 28 · EIN 43-1925734 1201 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $25,226 |
US BANK4+ years Service code 19 · EIN 31-0841368 1 US BANK PLAZA · ST. LOUIS, MO 63101 | Securities Custodian | $10,622 |
CAVANAGH & O'HARA4+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 101 W. VANDALIA STREET · EDWARDSVILLE, IL 62025 | Legal | $9,159 |
VOELLINGER, SIMPSON, DOLAN4+ years Filed as: VOELLINGER, SIMPSON, DOLAN & ASSOC Service code 10 · EIN 37-1309334 4010 NORTH ILLINOIS STREET · BELLEVILLE, IL 62226 | Accounting | $7,550 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 4.09% | 10.27%-6.2pp | 10.56%-6.5pp | 53.27%-49.2pp |
| Employer contribution / active EE | $12,567 | $12,273+2.4% | $30,199-58.4% | $14,774-14.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |