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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 22 16690 SWINGLEY ROAD · CHESTERFIELD, MO 63017 | Insurance Broker | $290,453 |
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $226,095 |
COMMERCE BANK3+ years Service code 28 6863 CLAYTON RD · ST. LOUIS, MO 63117 | Investment Management | $111,906 |
FOUNDRY PARTNERS3+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $77,961 |
Filed as: ANDERS CPAS + ADVISORS Service code 10 · EIN 43-0861507 | Accounting | $75,605 |
Filed as: FIFTH THIRD ASSET MGMT Service code 28 · EIN 34-1172683 | Investment Management | $63,410 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 16-0995736 | Actuarial | $50,620 |
ATLANTA CAPITAL MANAGEMENT3+ years Filed as: ATLANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE, 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $47,787 |
MD SASS3+ years Service code 28 1185 AVENUE OF THE AMERICAS 18 · NEW YORK, NY 10036 | Investment Management | $45,718 |
THE SEGAL COMPANY2 years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $44,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,006 | $57,255-2.2% | $83,831-33.2% | $68,904-18.7% |
| Participation rate | 67.9% | 86.2%-18.3pp | 76.1%-8.2pp | 74.1%-6.2pp |
| Annual return | 1.56% | -0.34%+1.9pp | 850.99%-849.4pp | 1.07%+0.5pp |
| Employer contribution / active EE | $3,272 | $3,341-2.0% | $3,631-9.9% | $2,540+28.8% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $271 | $103+162.2% | $5,479-95.1% | $71+280.3% |