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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1+ years Filed as: THE COMMERCE TRUST CO Service code 19 · EIN 48-0962626 8000 FORSYTH · ST LOUIS, MO 63105 | Securities Custodian | $130,781 |
WELFARE FUND BRICKLAYERS LOCAL 11+ years Service code 15 · EIN 43-0684483 2000 MARKET STREET · ST LOUIS, MO 63103 | Recordkeeping | $88,054 |
Service code 12 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Participant communication; Direct pay... | $13,761 |
HAMMOND AND SHINNERS, P.C.1+ years Filed as: HAMMOND AND SHINNERS PC Service code 22 · EIN 43-1429257 7730 CARONDELET STE 200 · CLAYTON, MO 63105 | Insurance Broker | $11,459 |
GRABEL SCHNIEDERS HOLLMAN & CO1+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $11,384 |
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 | $66,569 | $54,392+22.4% | $84,753-21.5% | $63,975+4.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | -0.34% | 611.38%-611.7pp | 22.78%-23.1pp | 48.65%-49.0pp |
| Employer contribution / active EE | $2,239 | $2,943-23.9% | $3,574-37.3% | $2,182+2.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $300 | $136+120.5% | $5,333-94.4% | $70+325.3% |