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| Provider | Service type | Compensation |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT7+ years Filed as: KENNEDY CAPITAL MANAGEMENT INC Service code 28 · EIN 43-1225960 | Investment Management | $362,263 |
COMMERCE BANK7+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $305,438 |
P&P WELFARE EDUCATIONAL FUND4 years Service code 15 · EIN 43-0657966 | Recordkeeping | $265,780 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
PROLOAN BOND FUND, LLC3 years Filed as: PROLOAN BOND FUND LLC Service code 28 · EIN 26-3436991 | Investment Management | $78,019 |
ANDERS MINKLER HUBER & HELM LLP7+ years Service code 10 · EIN 43-0831507 | Accounting | $51,175 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $49,322 |
HARTNETT REYES-JONES, LLC3 years Service code 29 · EIN 43-1205253 | Legal | $38,325 |
GREENSFELDER, HEMKE & GALE, P.C.7+ years Filed as: GREENSFELDER, HEMKER AND GALE Service code 29 · EIN 43-1313567 | Legal | $8,981 |
CHARLES L. CRANE AGENCY7+ 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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.82% | 19.37%-4.5pp | 11.08%+3.7pp | 15.63%-0.8pp |
| Employer contribution / active EE | $10,918 | $13,107-16.7% | $28,418-61.6% | $11,476-4.9% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |