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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK9+ years Filed as: THE COMMERCE TRUST CO Service code 19 · EIN 48-0962626 8000 FORSYTH · ST LOUIS, MO 63105 | Securities Custodian | $221,965 |
BECKEMEIER LEMOINE LAW1 year Service code 29 · EIN 85-4165371 13421 MANCHESTER ROAD, STE 103 · ST. LOUIS, MO 63131 | Legal | $21,693 |
GRABEL SCHNIEDERS HOLLMAN & CO9+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $19,144 |
Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $9,130 |
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 | $85,300 | $82,979+2.8% | $102,383-16.7% | $77,714+9.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.63% | 19.11%-3.5pp | 24.94%-9.3pp | 31.26%-15.6pp |
| Employer contribution / active EE | $5,102 | $3,554+43.6% | $3,870+31.8% | $2,727+87.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $804 | $639+25.9% | $8,391-90.4% | $433+85.6% |