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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 16 · EIN 52-1590516 502 EARTH CITY EXPRESSWAY, STE 203 · EARTH CITY, MO 63045 | Consulting | $48,481 |
RSM US LLP5 years Service code 70 8182 MARYLAND AVE., STE. 900 · ST. LOUIS, MO 63105 | Consulting Fees | $26,372 |
ARGENT CAPITAL MANAGEMENT7+ years Filed as: ARGENT CAPITAL MANAGEMENT, LLC Service code 28 · EIN 43-1826950 100 S. BRENTWOOD BLVD. 110 · ST. LOUIS, MO 63105 | Investment Management | $18,771 |
CARDINAL INVESTMENT ADVISORS7+ years Filed as: CARDINAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1470713 150 N. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $10,000 |
US BANK7+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 425 WALNUT ST., FLOOR 1 · CINCINNATI, OH 45202 | Bank Trustee | $8,025 |
Service code 29 · EIN 31-0841368 710 S. KIRKWOOD RD. · KIRKWOOD, MO 63102 | Legal | $7,442 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,922 | $95,915-52.1% | $79,580-42.3% | $134,532-65.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 3.87% | -2.71%+6.6pp | 0.15%+3.7pp | 418.27%-414.4pp |
| Employer contribution / active EE | $4,328 | $3,129+38.3% | $2,413+79.3% | $4,741-8.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $853 | $9,132-90.7% | $6,835-87.5% | $11,429-92.5% |