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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS8+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $75,860 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $59,327 |
COMMERCE BANK8+ years Filed as: COMMERCE TRUST COMAPNY Service code 19 · EIN 48-0962626 8000 FORSYTH BLVD · ST. LOUIS, MO 63105 | Securities Custodian | $58,427 |
MONETARY MANAGEMENT GROUP, INC.8+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · BALLWIN, MO 63021 | Investment Management | $48,943 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $44,674 |
CAVANAGH & O'HARA8+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 101 W. VANDALIA STREET · EDWARDSVILLE, IL 62025 | Legal | $14,951 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 5.58% | 7.15%-1.6pp | 20.18%-14.6pp | 37.74%-32.2pp |
| Employer contribution / active EE | $14,964 | $13,270+12.8% | $29,108-48.6% | $15,788-5.2% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |