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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS9+ years Service code 16 · EIN 52-1590516 502 EARTH CITY EXPRESSWAY, STE 203 · EARTH CITY, MO 63045 | Consulting | $50,233 |
Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST. LOUIS, MO 63101 | Accounting | $32,678 |
CARDINAL INVESTMENT ADVISORS9+ years Filed as: CARDINAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1470713 150 N. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $12,500 |
US BANK9+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 425 WALNUT ST., FLOOR 1 · CINCINNATI, OH 45202 | Bank Trustee | $12,266 |
Service code 29 · EIN 31-0841368 710 S. KIRKWOOD RD. · KIRKWOOD, MO 63102 | Legal | $9,798 |
NUVEEN9+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 901 S MARQUETTE AVE 2900 · MINNEAPOLIS, MN 55402 | Investment Management | $5,446 |
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 | $39,112 | $111,787-65.0% | $93,681-58.2% | $145,978-73.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.42% | 203.52%-191.1pp | 133.47%-121.1pp | 550.52%-538.1pp |
| Employer contribution / active EE | $7,018 | $3,093+126.9% | $2,422+189.7% | $4,662+50.5% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $949 | $10,256-90.7% | $8,290-88.6% | $13,400-92.9% |