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| Provider | Service type | Compensation |
|---|---|---|
FIERA CAPITAL1 year Service code 28 · EIN 90-0947943 | Investment Management | $169,472 |
COMMERCE BANK5+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $141,259 |
BENESYS, INC.5+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $107,463 |
LOCAL 5131 year Service code 50 · EIN 43-0338091 | Direct Payment | $30,343 |
NEPC, LLC5+ years Service code 16 · EIN 26-1429809 | Consulting | $25,000 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $22,677 |
Service code 29 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $21,895 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $15,700 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER Service code 50 211 N BROADWAY STE 3600 · ST. LOUIS, MO 63102 | Direct Payment | $5,294 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,426 | $93,223-67.4% | $90,468-66.4% | $93,223-67.4% |
| Participation rate | 96.0% | 74.9%+21.1pp | 72.7%+23.3pp | 74.9%+21.1pp |
| Annual return | 0.97% | 19.29%-18.3pp | 1294.94%-1294.0pp | 19.29%-18.3pp |
| Employer contribution / active EE | $2,212 | $2,680-17.5% | $3,264-32.2% | $2,680-17.5% |
| Participant deferral / active EE | $0 | $4,563-100.0% | $3,964-100.0% | $4,563-100.0% |
| Admin fee / account holder | $80 | $79+0.8% | $5,614-98.6% | $79+0.8% |