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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 22 16690 SWINGLEY ROAD · CHESTERFIELD, MO 63017 | Insurance Broker | $260,602 |
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $223,588 |
COMMERCE BANK2+ years Service code 28 6863 CLAYTON RD · ST. LOUIS, MO 63117 | Investment Management | $105,543 |
MD SASS2+ years Service code 28 1185 AVENUE OF THE AMERICAS 18 · NEW YORK, NY 10036 | Investment Management | $91,300 |
Filed as: FIFTH THIRD ASSET MGMT Service code 28 · EIN 34-1172683 | Investment Management | $84,946 |
FOUNDRY PARTNERS2+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $73,463 |
PURK & ASSOCIATES, P.C.2+ years Service code 10 · EIN 26-4532849 | Accounting | $55,659 |
JOHNSON & KROL, LLC2+ years Service code 29 300 S WACKER DR 1313 · CHICAGO, IL 60606 | Legal | $38,437 |
ATLANTA CAPITAL MANAGEMENT2+ years Filed as: ATLANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE, 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $36,672 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 180 N. LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $35,007 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,039 | $59,184-8.7% | $92,240-41.4% | $177,276-69.5% |
| Participation rate | 70.4% | 85.6%-15.2pp | 76.5%-6.0pp | 74.8%-4.4pp |
| Annual return | 10.60% | 15.88%-5.3pp | 176.29%-165.7pp | 21.25%-10.7pp |
| Employer contribution / active EE | $2,821 | $2,985-5.5% | $3,680-23.3% | $2,479+13.8% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $243 | $98+146.8% | $5,194-95.3% | $154+57.6% |