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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGMENT Service code 28 · EIN 52-2288019 | Investment Management | $290,378 |
AMALGAMATED BANK1+ years Filed as: AMALGATRUST Service code 28 · EIN 36-0721895 | Investment Management | $268,439 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $224,585 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 222 W ADAMS ST · CHICAGO, IL 60606 | Investment Management | $203,044 |
KENNEDY CAPITAL MANAGEMENT1+ years Service code 28 · EIN 43-1225960 | Investment Management | $185,250 |
THE SEGAL COMPANY1+ years Filed as: SEGAL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $152,097 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $137,248 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $129,561 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1975125 | Pension Consulting | $117,811 |
COMMERCE BANK1+ years Service code 28 6863 CLAYTON RD · ST. LOUIS, MO 63117 | Investment Management | $89,351 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 2.86% | 3.63%-0.8pp | 4.16%-1.3pp | 9.19%-6.3pp |
| Employer contribution / active EE | $16,724 | $11,363+47.2% | $29,966-44.2% | $12,608+32.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |