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| Provider | Service type | Compensation |
|---|---|---|
MONETARY MANAGEMENT GROUP, INC.7+ years Filed as: MONETARY MANAGEMENT GROUP Service code 28 BARRETT WOODS CORPORATE CENTER II · ST LOUIS, MO 63021 | Investment Management | $68,740 |
EKON BENEFITS3 years Service code 15 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $25,659 |
US BANK4 years Service code 18 505 NORTH 7TH STREET · ST. LOUIS, MO 63101 | Investment management fees paid indir... | $13,191 |
Filed as: GRABEL, SCHNEIDERS HOLLMAN & CO Service code 10 6 W ARGONNE DR, #200 · KIRKWOOD, MO 63122 | Accounting | $12,000 |
SCHUCHAT, COOK & WERNER6 years Service code 29 1221 LOCUST STREET · ST. LOUIS, MO 63103 | Legal | $8,071 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,486 | $64,176-43.1% | $112,249-67.5% | $66,938-45.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 10.01% | -13.80%+23.8pp | 27.48%-17.5pp | 1.58%+8.4pp |
| Employer contribution / active EE | $4,699 | $3,007+56.3% | $3,636+29.2% | $2,545+84.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $234 | $626-62.6% | $6,412-96.4% | $594-60.6% |