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| Provider | Service type | Compensation |
|---|---|---|
WELFARE FUND BRICKLAYERS LOCAL 14+ years Service code 15 · EIN 43-0684483 2000 MARKET STREET · ST LOUIS, MO 63103 | Recordkeeping | $126,068 |
COMMERCE BANK4+ years Filed as: THE COMMERCE TRUST CO Service code 19 · EIN 48-0962626 8000 FORSYTH · ST LOUIS, MO 63105 | Securities Custodian | $57,016 |
Service code 12 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Shareholder servicing fees; Participa... | $39,446 |
GRABEL SCHNIEDERS HOLLMAN & CO4+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $19,279 |
HAMMOND AND SHINNERS, P.C.4+ years Filed as: HAMMOND AND SHINNERS PC Service code 22 · EIN 43-1429257 7730 CARONDELET STE 200 · CLAYTON, MO 63105 | Insurance Broker | $15,360 |
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 | $77,953 | $66,051+18.0% | $92,915-16.1% | $77,775+0.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 1.89% | 20.69%-18.8pp | 109.45%-107.6pp | 32.58%-30.7pp |
| Employer contribution / active EE | $2,843 | $3,426-17.0% | $3,653-22.2% | $2,504+13.6% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $383 | $148+159.4% | $5,796-93.4% | $100+283.1% |