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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS5+ years Service code 14 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Plan Administrator | $15,961 |
CAVANAGH & O'HARA5+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 333 SALEM PLACE · FAIRVIEW HEIGHTS, IL 62208 | Legal | $13,502 |
ULLICO3 years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $9,848 |
COMMERCE BANK2 years Service code 19 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, KS 64106 | Securities Custodian | $4,232 |
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 | $15,662 | $91,517-82.9% | $101,275-84.5% | $73,412-78.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 1.21% | 17.17%-16.0pp | 46.48%-45.3pp | 59.30%-58.1pp |
| Employer contribution / active EE | $3,115 | $2,877+8.3% | $3,660-14.9% | $2,234+39.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $52 | $216-76.1% | $5,948-99.1% | $158-67.4% |