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| Provider | Service type | Compensation |
|---|---|---|
FIERA CAPITAL2 years Service code 28 · EIN 90-0947943 | Investment Management | $195,586 |
BENESYS, INC.6+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $112,396 |
COMMERCE BANK6+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $103,777 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $40,304 |
Service code 19 · EIN 04-2273811 | Securities Custodian | $39,203 |
LOCAL 5132 years Service code 50 · EIN 43-0338091 | Direct Payment | $31,743 |
HARTNETT REYES-JONES, LLC2 years Service code 29 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $27,802 |
Filed as: BNY MELLON INVESTMENT MANAGEMENT CA Service code 28 | Investment Management | $27,105 |
NEPC, LLC6+ years Service code 16 · EIN 26-1429809 | Consulting | $25,000 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $15,963 |
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 | $33,969 | $101,555-66.6% | $98,508-65.5% | $101,555-66.6% |
| Participation rate | 95.2% | 74.5%+20.6pp | 73.3%+21.9pp | 74.5%+20.6pp |
| Annual return | 13.17% | 21.00%-7.8pp | 1495.22%-1482.1pp | 21.00%-7.8pp |
| Employer contribution / active EE | $2,199 | $2,972-26.0% | $2,961-25.7% | $2,972-26.0% |
| Participant deferral / active EE | $0 | $4,874-100.0% | $4,276-100.0% | $4,874-100.0% |
| Admin fee / account holder | $95 | $139-31.7% | $5,956-98.4% | $139-31.7% |