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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $183,346 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $96,250 |
D.L. CARLSON INVESTMENT GROUP1+ years Service code 28 101 N. STATE ST. · CONCORD, NH 03301 | Investment Management | $95,394 |
HARTNETT REYES-JONES, LLC1+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $68,405 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON STREET, SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $66,580 |
ANDERS MINKLER HUBER & HELM LLP1+ years Service code 10 · EIN 43-0831507 | Accounting | $53,230 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $52,500 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN KEEGAN ASSET MGMT Service code 28 8182 MARYLAND AVE · ST. LOUIS, MO 63105 | Investment Management | $49,585 |
MARSHFIELD ASSOCIATES1+ years Service code 28 21 DUPONT CIRCLE NW, SUITE 500 · WASHINGTON, DC 20036 | Investment Management | $41,162 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 10829 OLIVE BLVD 100 · ST. LOUIS, MO 63141 | Investment Management | $27,476 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.36% | 1.36%-1.0pp | -1.61%+2.0pp | 1.67%-1.3pp |
| Employer contribution / active EE | $11,002 | $10,832+1.6% | $30,840-64.3% | $10,506+4.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |