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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST. LOUIS, MO 63101 | Accounting | $56,767 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 16 · EIN 52-1590516 502 EARTH CITY EXPRESSWAY, STE 203 · EARTH CITY, MO 63045 | Consulting | $49,784 |
ARGENT CAPITAL MANAGEMENT8+ years Filed as: ARGENT CAPITAL MANAGEMENT, LLC Service code 28 · EIN 43-1826950 100 S. BRENTWOOD BLVD. 110 · ST. LOUIS, MO 63105 | Investment Management | $13,160 |
Service code 29 · EIN 31-0841368 710 S. KIRKWOOD RD. · KIRKWOOD, MO 63102 | Legal | $10,672 |
CARDINAL INVESTMENT ADVISORS8+ 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 BANK8+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 425 WALNUT ST., FLOOR 1 · CINCINNATI, OH 45202 | Bank Trustee | $5,879 |
NUVEEN8+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 901 S MARQUETTE AVE 2900 · MINNEAPOLIS, MN 55402 | Investment Management | $5,636 |
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 | $38,239 | $102,635-62.7% | $86,209-55.6% | $139,456-72.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -8.63% | 1923.53%-1932.2pp | 1169.05%-1177.7pp | 373.45%-382.1pp |
| Employer contribution / active EE | $2,643 | $3,034-12.9% | $2,381+11.0% | $4,753-44.4% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,005 | $8,661-88.4% | $6,853-85.3% | $11,407-91.2% |