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| Provider | Service type | Compensation |
|---|---|---|
WELFARE FUND BRICKLAYERS LOCAL 13+ years Service code 15 · EIN 43-0684483 2000 MARKET STREET · ST LOUIS, MO 63103 | Recordkeeping | $97,236 |
COMMERCE BANK3+ years Filed as: THE COMMERCE TRUST CO Service code 19 · EIN 48-0962626 8000 FORSYTH · ST LOUIS, MO 63105 | Securities Custodian | $51,137 |
GRABEL SCHNIEDERS HOLLMAN & CO3+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $17,048 |
Service code 12 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Shareholder servicing fees; Direct pa... | $10,274 |
HAMMOND AND SHINNERS, P.C.3+ years Filed as: HAMMOND AND SHINNERS PC Service code 22 · EIN 43-1429257 7730 CARONDELET STE 200 · CLAYTON, MO 63105 | Insurance Broker | $7,891 |
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 | $78,588 | $60,396+30.1% | $83,831-6.3% | $75,289+4.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 9.40% | 3.84%+5.6pp | 850.99%-841.6pp | -0.04%+9.4pp |
| Employer contribution / active EE | $2,630 | $3,343-21.3% | $3,631-27.6% | $2,405+9.4% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $316 | $141+123.7% | $5,479-94.2% | $102+208.8% |