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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSON MCSHANE Service code 10 12200 N. AMBASSADOR DR · KANSAS CITY, MO 64163 | Accounting | $114,511 |
COMMERCE BANK10+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $74,527 |
D. F. DENT & COMPANY, INC.10+ years Filed as: DF DENT AND COMPANY Service code 28 400 E PRATT ST 720 · BALTIMORE, MD 21202 | Investment Management | $65,956 |
Service code 29 · EIN 43-1174269 | Legal | $65,830 |
F/M INVESTMENTS LLC1 year Filed as: F/M INVESTMENTS Service code 28 3050 K STREET NW STE 201 · WASHINGTON, DC 20007 | Investment Management | $53,379 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $51,869 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2755549 | Investment Management | $34,759 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $33,000 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $25,000 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 10 · EIN 43-1244218 | Accounting | $16,963 |
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Employer contribution per participant 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 | $0 | $0 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 8.35% | 8.68%-0.3pp | 8.93%-0.6pp | 10.08%-1.7pp |
| Employer contribution / active EE | $8,710 | $14,435-39.7% | $26,306-66.9% | $15,414-43.5% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $0-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |