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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 4220 DUNCAN AVENUE, SUITE 401 · ST. LOUIS, MO 63110 | Actuarial | $465,470 |
SEI INVESTMENTS1 year Service code 28 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $361,782 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $19,226 |
HUSCH BLACKWELL1 year Service code 29 4801 MAIN STREET · KANSAS CITY, MO 64112 | Legal | $8,284 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 6.83% | 8.00%-1.2pp | 7.69%-0.9pp | 37.77%-30.9pp |
| Employer contribution / active EE | $0 | $15,902-100.0% | $28,501-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |