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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 33-0123114 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Investment Management | $438,085 |
PZENA INVESTMENT MANAGEMENT9+ years Service code 51 · EIN 13-3989198 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Mgmt Fees | $434,963 |
BENESYS, INC.9+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 PO BOX 1186 · MARYLAND HEIGHTS, MO 64106 | Contract Administrator | $188,775 |
THE SEGAL COMPANY8 years Filed as: SEGAL CONSULTING Service code 50 · EIN 13-1975125 101 NORTH WACKER DRIVE STE 500 · CHICAGO, IL 60606 | Direct Payment | $106,620 |
EVANS & DIXON LLC8 years Service code 29 · EIN 43-0611994 ONE METROPOLITAN SQUARE, STE 2400 · ST LOUIS, MO 63102 | Legal | $104,105 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES INC Service code 50 · EIN 36-3485298 180 N LASALLE STREET STE 3500 · CHICAGO, IL 60601 | Direct Payment | $95,000 |
COMMERCE BANK1 year Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 8000 FORSYTH BOULEVARD · ST LOUIS, MO 631051797 | Securities Custodian | $62,777 |
GRABEL SCHNIEDERS HOLLMAN & CO9+ years Service code 10 · EIN 43-1171178 206 W ARGONNE STE 200 · KIRKWOOD, MO 63122 | Accounting | $48,907 |
HARTNETT REYES-JONES, LLC7 years Filed as: HARTNET REYES-JONES LLC Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST LOUIS, MO 63108 | Legal | $35,883 |
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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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 10.66% | 9.30%+1.4pp | 8.34%+2.3pp | 9.30%+1.4pp |
| Employer contribution / active EE | $14,555 | $12,551+16.0% | $30,790-52.7% | $12,551+16.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |