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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 22 16690 SWINGLEY ROAD · CHESTERFIELD, MO 63017 | Insurance Broker | $267,585 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $225,276 |
COMMERCE BANK1+ years Service code 28 6863 CLAYTON RD · ST. LOUIS, MO 63117 | Investment Management | $97,010 |
MD SASS1+ years Service code 28 1185 AVENUE OF THE AMERICAS 18 · MEW YORK, NY 10036 | Investment Management | $70,314 |
PURK & ASSOCIATES, P.C.1+ years Service code 10 · EIN 26-4532849 | Accounting | $66,051 |
Filed as: FIFTH THIRD ASSET MGMT Service code 28 · EIN 34-1172683 | Investment Management | $60,711 |
FOUNDRY PARTNERS1+ years Service code 28 · EIN 46-1184506 | Investment Management | $58,702 |
THE SEGAL COMPANY1+ years Filed as: SEGAL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $53,255 |
JOHNSON & KROL, LLC1+ years Service code 29 300 S WACKER DR 1313 · CHICAGO, IL 60606 | Legal | $46,769 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 180 N. LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $37,507 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,680 | $50,626-3.8% | $84,753-42.6% | $65,292-25.4% |
| Participation rate | 72.9% | 89.2%-16.2pp | 76.6%-3.6pp | 72.4%+0.5pp |
| Annual return | 3.38% | 5.34%-2.0pp | 22.78%-19.4pp | 11.84%-8.5pp |
| Employer contribution / active EE | $3,225 | $3,033+6.3% | $3,574-9.8% | $2,302+40.1% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $241 | $97+149.4% | $5,333-95.5% | $57+320.5% |