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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $206,501 |
KENNEDY CAPITAL MANAGEMENT2+ years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 | Investment Management | $203,092 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON STREET, SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $48,252 |
ANDERS MINKLER HUBER & HELM LLP2+ years Service code 10 · EIN 43-0831507 | Accounting | $43,455 |
HARTNETT REYES-JONES, LLC2+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $38,799 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $37,000 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN KEEGAN ASSET MGMT Service code 28 8182 MARYLAND AVE · ST. LOUIS, MO 63105 | Investment Management | $16,666 |
AFL-CIO HOUSING INVESTMENT TRUST2+ years Service code 49 2401 PENNSYLVANIA AVE, NW, STE 200 · WASHINGTON, DC 20037 | Other Services | $0 |
CHARLES L. CRANE AGENCY2+ years Service code 23 · EIN 43-1394059 | Insurance services; Insurance brokera... | $0 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 9.10% | 3.63%+5.5pp | 4.16%+4.9pp | 9.19%-0.1pp |
| Employer contribution / active EE | $11,715 | $11,363+3.1% | $29,966-60.9% | $12,608-7.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |