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| Provider | Service type | Compensation |
|---|---|---|
P&P WELFARE EDUCATIONAL FUND3 years Service code 15 · EIN 43-0657966 | Recordkeeping | $265,780 |
KENNEDY CAPITAL MANAGEMENT6+ years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 | Investment Management | $257,390 |
COMMERCE BANK6+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $221,211 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
PROLOAN BOND FUND, LLC2 years Filed as: PROLOAN BOND FUND LLC Service code 28 · EIN 26-3436991 | Investment Management | $74,723 |
ANDERS MINKLER HUBER & HELM LLP6+ years Service code 10 · EIN 43-0831507 | Accounting | $54,845 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $43,685 |
HARTNETT REYES-JONES, LLC2 years Service code 29 · EIN 43-1205253 | Legal | $27,975 |
PIPER JAFFRAY & CO.1 year Filed as: PIPER JAFFRAY & CO Service code 19 8235 FORSYTH BLVD 1500 · ST. LOUIS, MO 63105 | Securities Custodian | $7,032 |
CHARLES L. CRANE AGENCY6+ years Service code 23 · EIN 43-1394059 | Insurance brokerage commissions and f... | $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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 10.34% | 6.82%+3.5pp | 8.01%+2.3pp | 12.86%-2.5pp |
| Employer contribution / active EE | $10,684 | $12,695-15.8% | $29,476-63.8% | $13,687-21.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |