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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $122,429 |
BENESYS, INC.2+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $99,164 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $82,939 |
NEPC, LLC2+ years Service code 16 · EIN 26-1429809 | Consulting | $25,000 |
HARTNETT REYES-JONES, LLC2+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $19,391 |
ALOHA PRINT & COPY2+ years Filed as: ALOHA PRINT & COPYING Service code 50 212 MCMENAMY RD · ST. PETERS, MO 63376 | Direct Payment | $12,293 |
PURK & ASSOCIATES, P.C.1 year Filed as: PURK & ASSOCIATES, P.C Service code 10 · EIN 26-4532849 | Accounting | $11,312 |
Filed as: MILLAR, SCHAEFER, HOFFMAN & ROBERTS Service code 29 · EIN 43-0639548 | Legal | $8,848 |
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 | $28,346 | $177,276-84.0% | $86,593-67.3% | $177,276-84.0% |
| Participation rate | 96.3% | 74.8%+21.5pp | 73.5%+22.8pp | 74.8%+21.5pp |
| Annual return | 4.97% | 21.25%-16.3pp | 965.08%-960.1pp | 21.25%-16.3pp |
| Employer contribution / active EE | $1,990 | $2,479-19.7% | $2,840-29.9% | $2,479-19.7% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,609-100.0% | $3,881-100.0% |
| Admin fee / account holder | $65 | $154-57.7% | $4,904-98.7% | $154-57.7% |