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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK7+ years Filed as: COMMERCE TRUST COMAPNY Service code 19 · EIN 48-0962626 8000 FORSYTH BLVD · ST. LOUIS, MO 63105 | Securities Custodian | $60,783 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $53,882 |
MONETARY MANAGEMENT GROUP, INC.7+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · BALLWIN, MO 63021 | Investment Management | $50,669 |
EKON BENEFITS7+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $49,880 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $47,002 |
CAVANAGH & O'HARA7+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 101 W. VANDALIA STREET · EDWARDSVILLE, IL 62025 | Legal | $15,170 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -2.64% | -8.26%+5.6pp | -5.85%+3.2pp | 2.77%-5.4pp |
| Employer contribution / active EE | $13,940 | $12,543+11.1% | $31,839-56.2% | $15,262-8.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |