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| Provider | Service type | Compensation |
|---|---|---|
ULLICO9 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $132,812 |
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $89,100 |
COMMERCE BANK10+ years Filed as: COMMERCE TRUST COMAPNY Service code 19 · EIN 48-0962626 8000 FORSYTH BLVD · ST. LOUIS, MO 63105 | Securities Custodian | $75,890 |
MONETARY MANAGEMENT GROUP, INC.10+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · BALLWIN, MO 63021 | Investment Management | $60,768 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $59,063 |
Service code 32 · EIN 42-0127290 | Real estate brokerage; Investment man... | $34,748 |
SCHEFFEL BOYLE2 years Service code 10 · EIN 37-1206530 143 N. KANSAS ST. · EDWARDSVILLE, IL 62025 | Accounting | $23,780 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 101 W. VANDALIA STREET · EDWARDSVILLE, IL 62025 | Legal | $15,566 |
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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 | $0 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 8.28% | 8.68%-0.4pp | 8.93%-0.6pp | 10.08%-1.8pp |
| Employer contribution / active EE | $18,576 | $14,435+28.7% | $26,306-29.4% | $15,414+20.5% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $0-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |