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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 43-1151881 1544 WOODLAKE DR · CHESTERFIELD, MO 63017 | Contract Administrator | $233,289 |
JW TERRILL INC5+ years Service code 22 · EIN 43-1233416 825 MARYLAND CENTRE DR · CHESTERFIELD, MO 63017 | Insurance Broker | $63,071 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENT CENTER Service code 19 · EIN 23-1707341 1 FREEDOM VALLEY DR · OAKS, PA 19456 | Securities Custodian | $29,542 |
HOCHSCHILD BLOOM & COMPANY5+ years Service code 10 · EIN 43-0673920 14500 SOUTH OUTER FORTY ROAD · CHESTERFIELD, MO 63017 | Accounting | $14,000 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675941 ONE FINANCIAL BROADWAY · ST LOUIS, MO 63102 | Actuarial | $8,457 |
Service code 13 · EIN 43-1341466 PO BOX 9394 · DES MOINES, IA 50306 | Contract Administrator | $7,471 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $120,737-100.0% | $91,826-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 0.44% | 4.61%-4.2pp | 793.01%-792.6pp | 259.14%-258.7pp |
| Employer contribution / active EE | $0 | $40,806-100.0% | $27,004-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,546-100.0% |