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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3 years Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $32,485 |
GPB CORP4+ years Service code 15 · EIN 43-1240518 | Recordkeeping | $25,504 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $22,778 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 43-1489435 | Advisory (Plan) | $15,737 |
ENTERPRISE BANK & TRUST4+ years Filed as: ENTERPRISE BANK AND TRUST Service code 19 · EIN 43-1472619 | Securities Custodian | $14,639 |
EKON BENEFITS4+ years Service code 11 · EIN 43-1317863 | Actuarial | $10,650 |
Service code 29 · EIN 43-1718339 | Legal | $7,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,455 | $63,114+19.6% | $92,915-18.8% | $65,186+15.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 9.31% | 28.75%-19.4pp | 109.45%-100.1pp | 29.39%-20.1pp |
| Employer contribution / active EE | $8,638 | $2,571+236.0% | $3,653+136.4% | $2,177+296.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $345 | $624-44.7% | $5,796-94.0% | $847-59.3% |