Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $113,867 |
AMALGAMATED2+ years Filed as: AMALGAMATED TRUST COMPANY INC. Service code 28 · EIN 13-4166898 | Investment Management | $109,451 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH ENHANCED PLUS FUND LLC Service code 21 · EIN 20-0780118 | Bank Trustee | $99,779 |
COMMERCE BANK2+ years Service code 28 · EIN 43-0407800 | Investment Management | $88,339 |
KENNEDY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 43-1225960 | Investment Management | $43,375 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 21 · EIN 04-2453734 | Bank Trustee | $41,922 |
HUSCH BLACKWELL2+ years Filed as: HUSCH BLACKWELL LLP Service code 29 · EIN 26-1688286 | Legal | $38,542 |
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 | Actuarial | $27,470 |
Filed as: MERRILL LYNCH Service code 21 · EIN 43-0265140 | Bank Trustee | $14,450 |
BANK OF EDWARDSVILLE2+ years Service code 18 · EIN 37-0259190 | Custodial (other than securities) | $12,623 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.49% | 11.78%-0.3pp | 8.32%+3.2pp | 23.90%-12.4pp |
| Employer contribution / active EE | $18,094 | $11,309+60.0% | $30,793-41.2% | $16,539+9.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |