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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 22 16690 SWINGLEY ROAD · CHESTERFIELD, MO 63017 | Insurance Broker | $350,982 |
BENESYS, INC.5+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $237,290 |
Filed as: ANDERS CPAS + ADVISORS Service code 10 · EIN 43-0861507 | Accounting | $111,207 |
COMMERCE BANK5+ years Service code 28 6863 CLAYTON RD · ST. LOUIS, MO 63117 | Investment Management | $106,366 |
MD SASS5+ years Service code 28 1185 AVENUE OF THE AMERICAS 18 · NEW YORK, NY 10036 | Investment Management | $72,418 |
FOUNDRY PARTNERS5+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $61,374 |
JOHNSON & KROL, LLC5+ years Service code 29 300 S WACKER DR 1313 · CHICAGO, IL 60606 | Legal | $60,978 |
ATLANTA CAPITAL MANAGEMENT5+ years Filed as: ATLANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE, 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $45,248 |
Filed as: FIFTH THIRD ASSET MGMT Service code 28 · EIN 34-1172683 | Investment Management | $41,562 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 180 N. LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $41,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,559 | $73,497-14.9% | $101,275-38.2% | $93,223-32.9% |
| Participation rate | 63.5% | 84.5%-21.0pp | 75.8%-12.3pp | 74.9%-11.4pp |
| Annual return | 3.95% | 11.66%-7.7pp | 46.46%-42.5pp | 19.29%-15.3pp |
| Employer contribution / active EE | $3,026 | $3,600-15.9% | $3,660-17.3% | $2,680+12.9% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $290 | $121+139.8% | $5,948-95.1% | $79+266.2% |