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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Service code 16 · EIN 52-1590516 502 EARTH CITY EXPRESSWAY, STE 203 · EARTH CITY, MO 63045 | Consulting | $47,979 |
RSM US LLP3 years Service code 70 8182 MARYALND AVE, SUITE 900 · ST. LOUIS, MO 63105 | Consulting Fees | $19,010 |
ARGENT CAPITAL MANAGEMENT5+ years Filed as: ARGENT CAPITAL MANAGEMENT, LLC Service code 28 · EIN 43-1826950 100 S BRENTWOOD BLVD 110 · ST. LOUIS, MO 63105 | Investment Management | $15,489 |
CARDINAL INVESTMENT ADVISORS5+ years Filed as: CARDINAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1470713 150 N WACKER DR 2660 · CHICAGO, IL 60606 | Advisory (Plan) | $11,667 |
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 425 WALNUT ST FLOOR 1 · CINCINNATI, OH 45202 | Bank Trustee | $8,486 |
NUVEEN5+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 41-2003732 7TH STREET · ST. LOUIS, MO 63103 | Investment Management | $6,765 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,730 | $197,625-74.3% | $177,840-71.5% | $158,966-68.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.30% | 58.76%-53.5pp | 48.32%-43.0pp | 302.95%-297.6pp |
| Employer contribution / active EE | $2,051 | $6,698-69.4% | $5,919-65.3% | $4,762-56.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $792 | $15,405-94.9% | $12,431-93.6% | $11,250-93.0% |