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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK10+ years Filed as: THE COMMERCE TRUST CO Service code 19 · EIN 48-0962626 8000 FORSYTH · ST LOUIS, MO 63105 | Securities Custodian | $230,042 |
GRABEL SCHNIEDERS HOLLMAN & CO10+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $23,200 |
HARTNETT REYES-JONES, LLC2 years Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $14,667 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,627 | $86,882+2.0% | $150,734-41.2% | $69,255+28.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 8.48% | 10.69%-2.2pp | 600.81%-592.3pp | 26.73%-18.2pp |
| Employer contribution / active EE | $5,000 | $5,194-3.7% | $4,918+1.7% | $2,645+89.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $821 | $630+30.2% | $14,905-94.5% | $733+12.0% |