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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $148,091 |
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $101,742 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $29,554 |
NEPC, LLC1+ years Service code 16 · EIN 26-1429809 | Consulting | $22,940 |
HARTNETT REYES-JONES, LLC1+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $15,079 |
ALOHA PRINT & COPY1+ years Filed as: ALOHA PRINT & COPYING Service code 50 212 MCMENAMY RD · ST. PETERS, MO 63376 | Direct Payment | $14,063 |
ANDERS MINKLER HUBER & HELM LLP1+ years Service code 10 · EIN 43-0831507 | Accounting | $11,195 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 90-6754641 | Actuarial | $5,819 |
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 | $26,501 | $65,292-59.4% | $78,677-66.3% | $65,292-59.4% |
| Participation rate | 95.9% | 72.4%+23.4pp | 73.6%+22.3pp | 72.4%+23.4pp |
| Annual return | -2.43% | 11.84%-14.3pp | 62.19%-64.6pp | 11.84%-14.3pp |
| Employer contribution / active EE | $1,961 | $2,302-14.8% | $2,850-31.2% | $2,302-14.8% |
| Participant deferral / active EE | $0 | $3,579-100.0% | $3,517-100.0% | $3,579-100.0% |
| Admin fee / account holder | $56 | $57-2.6% | $4,510-98.8% | $57-2.6% |