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| Provider | Service type | Compensation |
|---|---|---|
SMART SOURCE LLC1+ years Filed as: SMART LOCAL UNION NO. 36 PENSION Service code 13 · EIN 43-0727853 2319 CHOUTEAU AVE, SUITE 300 · ST. LOUIS, MO 63103 | Contract Administrator | $75,736 |
SCHUCHAT, COOK & WERNER1+ years Service code 29 · EIN 43-0763010 1221 LOCUST ST, SUITE 250 · ST. LOUIS, MO 63103 | Legal | $25,602 |
MARQUETTE ASSOCIATES1+ years Service code 17 · EIN 36-3485298 180 N. LA SALLE ST, SUITE 3500 · CHICAGO, IL 60601 | Pension Consulting | $25,000 |
MUELLER PROST1+ years Filed as: MUELLER PROST PC Service code 10 · EIN 43-1594752 7733 FORSYTH BLVD, SUITE 1200 · ST. LOUIS, MO 63105 | Accounting | $15,400 |
SYSTEM DESIGN ASSOCIATES1+ years Service code 15 · EIN 42-1228887 3760 S. LINDBERGH, SUITE 102 · ST. LOUIS, MO 63127 | Recordkeeping | $9,918 |
MARTENS & D'ANGELO, LLC1+ years Service code 10 · EIN 20-5822366 12101 WOODCREST EXECUTIVE DR, #300 · ST. LOUIS, MO 63141 | Accounting | $8,324 |
CONNER ASH, P.C.1+ years Filed as: CONNER ASH P.C. Service code 10 · EIN 43-1012822 12101 WOODCRESR EXECUTIVE DR, #300 · ST. LOUIS, MO 63141 | Accounting | $5,581 |
Filed as: PRUDENTIAL INS CO. OF AMERICA Service code 72 | Other investment fees and expenses | $0 |
Filed as: PRUDENTIAL INS. CO. OF AMERICA Service code 72 · EIN 22-1211670 | Other investment fees and expenses | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,516-100.0% | $75,784-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.4%-69.4pp |
| Annual return | -0.54% | -1.89%+1.4pp | 9.68%-10.2pp | 5.51%-6.0pp |
| Employer contribution / active EE | $566 | $2,604-78.3% | $3,323-83.0% | $2,098-73.0% |
| Participant deferral / active EE | $1,365 | $2,599-47.5% | $3,652-62.6% | $3,265-58.2% |
| Admin fee / account holder | $0 | $110-100.0% | $5,300-100.0% | $92-100.0% |