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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 22 16690 SWINGLEY ROAD · CHESTERFIELD, MO 63017 | Insurance Broker | $304,228 |
BENESYS, INC.7+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $249,509 |
COMMERCE BANK7+ years Service code 28 6863 CLAYTON RD · ST. LOUIS, MO 63117 | Investment Management | $109,231 |
JOHNSON & KROL, LLC7+ years Service code 29 300 S WACKER DR 1313 · CHICAGO, IL 60606 | Legal | $92,281 |
Filed as: FIFTH THIRD ASSET MGMT Service code 28 · EIN 34-1172683 | Investment Management | $92,101 |
Filed as: ANDERS CPAS + ADVISORS Service code 10 · EIN 43-0861507 | Accounting | $78,884 |
MD SASS7+ years Service code 28 1185 AVENUE OF THE AMERICAS 18 · NEW YORK, NY 10036 | Investment Management | $66,394 |
ATLANTA CAPITAL MANAGEMENT7+ years Filed as: ATLANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE, 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $49,331 |
SEGALL BRYANT & HAMILL1 year Service code 28 · EIN 41-1788385 | Investment Management | $47,064 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 180 N. LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $31,121 |
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 | $62,116 | $70,048-11.3% | $112,270-44.7% | $78,104-20.5% |
| Participation rate | 63.8% | 84.1%-20.3pp | 75.1%-11.2pp | 74.5%-10.7pp |
| Annual return | -11.77% | -10.85%-0.9pp | 27.49%-39.3pp | 10.90%-22.7pp |
| Employer contribution / active EE | $4,012 | $4,000+0.3% | $3,635+10.4% | $3,128+28.3% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $252 | $127+98.8% | $6,411-96.1% | $79+219.4% |