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| Provider | Service type | Compensation |
|---|---|---|
MONETARY MANAGEMENT GROUP, INC.8+ years Filed as: MONETARY MANAGEMENT GROUP Service code 28 BARRETT WOODS CORPORATE CENTER II · ST LOUIS, MO 63021 | Investment Management | $62,933 |
EKON BENEFITS4 years Service code 15 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $39,420 |
US BANK5 years Service code 18 505 NORTH 7TH STREET · ST. LOUIS, MO 63101 | Investment management fees paid indir... | $9,298 |
SCHUCHAT, COOK & WERNER7 years Service code 29 1221 LOCUST STREET · ST. LOUIS, MO 63103 | Legal | $7,956 |
Filed as: GRABEL, SCHNEIDERS HOLLMAN & CO Service code 10 6 W ARGONNE DR, #200 · KIRKWOOD, MO 63122 | Accounting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,427 | $76,669-59.0% | $96,520-67.4% | $71,495-56.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | -6.85% | 48.29%-55.1pp | 35.72%-42.6pp | 28.85%-35.7pp |
| Employer contribution / active EE | $4,417 | $3,031+45.7% | $3,739+18.1% | $2,589+70.6% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $219 | $2,028-89.2% | $6,733-96.7% | $1,588-86.2% |