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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2 years Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $27,853 |
GPB CORP3+ years Service code 15 · EIN 43-1240518 | Recordkeeping | $19,911 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $17,660 |
ENTERPRISE BANK & TRUST3+ years Filed as: ENTERPRISE BANK AND TRUST Service code 19 · EIN 43-1472619 | Securities Custodian | $16,324 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 43-1489435 | Advisory (Plan) | $16,103 |
EKON BENEFITS3+ years Service code 11 · EIN 43-1317863 | Actuarial | $10,650 |
Service code 29 · EIN 43-1718339 | Legal | $7,230 |
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 | $69,212 | $55,449+24.8% | $83,831-17.4% | $56,289+23.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 0.99% | -1.38%+2.4pp | 850.99%-850.0pp | -9.96%+11.0pp |
| Employer contribution / active EE | $6,790 | $2,430+179.4% | $3,631+87.0% | $2,111+221.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $253 | $656-61.5% | $5,479-95.4% | $521-51.5% |