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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 43-1151881 1544 WOODLAKE DR · CHESTERFIELD, MO 63017 | Contract Administrator | $238,348 |
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DR · OAKS, PA 19456 | Securities Custodian | $204,118 |
JW TERRILL INC1+ years Service code 22 · EIN 43-1233416 825 MARYLAND CENTRE DR · CHESTERFIELD, MO 63017 | Insurance Broker | $65,855 |
SCHUCHAT, COOK & WERNER1+ years Filed as: SCHUCHAT COOK & WERNER Service code 29 · EIN 43-0763010 1221 LOCUST STREET · ST LOUIS, MO 63103 | Legal | $18,925 |
HOCHSCHILD BLOOM & COMPANY1+ years Service code 10 · EIN 43-0673920 15450 SOUTH OUTER FORTY ROAD · ST LOUIS, MO 63017 | Accounting | $14,900 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675941 ONE FINANCIAL BROADWAY · ST LOUIS, MO 63102 | Actuarial | $13,093 |
Service code 13 · EIN 43-1341466 PO BOX 9394 · DES MOINES, IA 50306 | Contract Administrator | $11,418 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | -2.78% | 6.80%-9.6pp | 7.98%-10.8pp | 4.16%-6.9pp |
| Employer contribution / active EE | $0 | $40,252-100.0% | $23,724-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |