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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SER Service code 25 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MO 02116 | Directed Trustee | $323,652 |
COMMERCE BANK8+ years Filed as: THE COMMERCE TRUST CO Service code 19 · EIN 48-0962626 8000 FORSYTH · ST LOUIS, MO 63105 | Securities Custodian | $155,523 |
Filed as: BRICKLAYERS LOCAL 1 PENSION PLAN Service code 15 · EIN 51-6133505 1670 FENPARK · FENTON, MO 63026 | Recordkeeping | $100,431 |
GRABEL SCHNIEDERS HOLLMAN & CO8+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $18,463 |
HAMMOND AND SHINNERS, P.C.8+ years Filed as: HAMMOND AND SHINNERS PC Service code 22 · EIN 43-1429257 13205 MANCHESTER RD 210 · ST LOUIS, MO 63131 | Insurance Broker | $6,916 |
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 | $77,320 | $88,479-12.6% | $96,515-19.9% | $80,157-3.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -0.81% | 22.53%-23.3pp | 35.73%-36.5pp | 40.39%-41.2pp |
| Employer contribution / active EE | $2,953 | $4,177-29.3% | $3,740-21.0% | $2,977-0.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $709 | $211+235.2% | $6,735-89.5% | $145+388.9% |