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| Provider | Service type | Compensation |
|---|---|---|
WELFARE FUND BRICKLAYERS LOCAL 12+ years Service code 15 · EIN 43-0684483 2000 MARKET STREET · ST LOUIS, MO 63103 | Recordkeeping | $97,852 |
COMMERCE BANK2+ years Filed as: THE COMMERCE TRUST CO Service code 19 · EIN 48-0962626 8000 FORSYTH · ST LOUIS, MO 63105 | Securities Custodian | $49,571 |
Service code 12 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Investment management; Sales loads (f... | $17,493 |
GRABEL SCHNIEDERS HOLLMAN & CO2+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $12,993 |
HAMMOND AND SHINNERS, P.C.2+ years Filed as: HAMMOND AND SHINNERS PC Service code 22 · EIN 43-1429257 7730 CARONDELET STE 200 · CLAYTON, MO 63105 | Insurance Broker | $5,946 |
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 | $73,606 | $221,442-66.8% | $92,240-20.2% | $77,958-5.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 10.39% | 15.65%-5.3pp | 176.29%-165.9pp | 20.87%-10.5pp |
| Employer contribution / active EE | $2,728 | $3,226-15.4% | $3,680-25.9% | $2,310+18.1% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $308 | $210+46.9% | $5,194-94.1% | $97+216.4% |