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| Provider | Service type | Compensation |
|---|---|---|
MONETARY MANAGEMENT GROUP, INC.10+ years Filed as: MONETARY MANAGEMENT GROUP Service code 28 BARRETT WOODS CORPORATE CENTER II · ST LOUIS, MO 63021 | Investment Management | $73,410 |
EKON BENEFITS6 years Service code 15 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $41,010 |
SCHUCHAT, COOK & WERNER9 years Service code 29 1221 LOCUST STREET · ST. LOUIS, MO 63103 | Legal | $18,691 |
US BANK7 years Service code 18 505 NORTH 7TH STREET · ST. LOUIS, MO 63101 | Investment management fees paid indir... | $14,138 |
Filed as: GRABEL, SCHNEIDERS HOLLMAN & CO Service code 10 6 W ARGONNE DR, #200 · KIRKWOOD, MO 63122 | Accounting | $7,829 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,184 | $90,170-52.1% | $150,734-71.4% | $69,733-38.1% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 13.35% | 16.56%-3.2pp | 600.81%-587.5pp | 15.22%-1.9pp |
| Employer contribution / active EE | $5,150 | $3,428+50.2% | $4,918+4.7% | $2,250+128.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $300 | $4,600-93.5% | $14,905-98.0% | $3,102-90.3% |