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| Provider | Service type | Compensation |
|---|---|---|
CORTLAND ASSOCIATES1+ years Filed as: CORTLAND ASSOCIATES, INC. Service code 28 · EIN 43-1504890 8000 MARYLAND AVE. · ST. LOUIS, MO 63105 | Investment Management | $30,280 |
LUCCO FINANCIAL PARTNERS1+ years Service code 28 · EIN 03-0417367 120 EXECUTIVE DRIVE · HIGHLAND, IL 62249 | Investment Management | $24,894 |
EKON BENEFITS1+ years Service code 14 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Plan Administrator | $16,813 |
CAVANAGH & O'HARA1+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 333 SALEM PLACE · FAIRVIEW HEIGHTS, IL 62208 | Legal | $14,400 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,790 | $57,921-48.6% | $84,753-64.9% | $57,658-48.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -1.56% | 10.24%-11.8pp | 22.78%-24.3pp | 5.13%-6.7pp |
| Employer contribution / active EE | $3,730 | $2,598+43.6% | $3,574+4.4% | $1,974+89.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $229 | $130+76.4% | $5,333-95.7% | $95+142.0% |