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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.)
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 | $88,627 | $92,224-3.9% | $105,223-15.8% | $79,634+11.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.48% | 88.65%-80.2pp | 180.65%-172.2pp | 36.46%-28.0pp |
| Employer contribution / active EE | $5,000 | $3,965+26.1% | $3,689+35.5% | $2,529+97.7% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $821 | $1,121-26.8% | $8,859-90.7% | $1,002-18.1% |