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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS10+ years Service code 14 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Plan Administrator | $40,682 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 333 SALEM PLACE · FAIRVIEW HEIGHTS, IL 62208 | Legal | $23,634 |
SCHEFFEL BOYLE2 years Service code 10 · EIN 37-1206530 143 N. KANSAS STREET · EDWARDSVILLE, IL 62025 | Accounting | $18,725 |
ULLICO8 years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $16,031 |
MARQUETTE ASSOCIATES8 years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $11,158 |
COMMERCE BANK7 years Service code 19 · EIN 48-0962626 922 WALNUT TREE · KANSAS CITY, KS 64106 | Securities Custodian | $10,882 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,052 | $106,351-83.0% | $105,223-82.8% | $103,975-82.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 6.96% | 11.69%-4.7pp | 180.65%-173.7pp | 19.41%-12.5pp |
| Employer contribution / active EE | $5,292 | $5,336-0.8% | $3,689+43.5% | $3,722+42.2% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $84 | $316-73.5% | $8,859-99.1% | $332-74.8% |