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| Provider | Service type | Compensation |
|---|---|---|
CORTLAND ASSOCIATES2+ years Filed as: CORTLAND ASSOCIATES, INC. Service code 28 · EIN 43-1504890 8000 MARYLAND AVE. · ST. LOUIS, MO 63105 | Investment Management | $56,372 |
EKON BENEFITS2+ years Service code 14 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Plan Administrator | $17,821 |
CAVANAGH & O'HARA2+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 333 SALEM PLACE · FAIRVIEW HEIGHTS, IL 62208 | Legal | $13,800 |
Filed as: VOELLINGER, SIMPSON, DOLAN & ASSOC Service code 10 · EIN 37-1309334 4010 NORTH ILLINOIS STREET · BELLEVILLE, IL 62226 | Accounting | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,121 | $60,545-43.6% | $92,240-63.0% | $69,631-51.0% |
| Participation rate | 99.3% | 72.2%+27.2pp | 76.5%+22.8pp | 70.7%+28.6pp |
| Annual return | 7.39% | 19.71%-12.3pp | 176.29%-168.9pp | 27571.02%-27563.6pp |
| Employer contribution / active EE | $3,995 | $2,633+51.7% | $3,680+8.6% | $2,032+96.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $185 | $145+28.0% | $5,194-96.4% | $110+67.8% |