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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Securities Custodian | $63,823 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 ONE SOUTH WACKER DR., SUITE 2700 · CHICAGO, IL 60606 | Investment Management | $57,523 |
BARBARA GILL1+ years Filed as: BARBARA REED Service code 14 · EIN 43-6101313 12105 BRIDGETON SQUARE DRIVE, SUITE · BRIDGETON, MO 63044 | Plan Administrator | $45,396 |
MARY DAVIDSON1+ years Service code 30 · EIN 43-6101313 12105 BRIDGETON SQUARE DRIVE, SUITE · BRIDGETON, MO 63044 | Employee (plan) | $43,893 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 36-3250722 20 NO CLARK STREET, 34TH FLOOR · CHICAGO, IL 60602 | Investment Management | $36,442 |
ARGENT CAPITAL MANAGEMENT1+ years Service code 28 · EIN 43-1826950 100 SOUTH BRENTWOOD BLVD., SUITE 11 · ST. LOUIS, MO 63105 | Investment Management | $27,454 |
WOLFE MCDUFF & OPPIE CPA1+ years Filed as: WOLFE NILGES NAHORSKI, P.C. Service code 10 · EIN 43-1236296 1630 DES PERES ROAD, SUITE 305 · ST. LOUIS, MO 63131 | Accounting | $23,365 |
HAMMOND AND SHINNERS, P.C.1+ years Service code 29 · EIN 43-1164305 7730 CARONDELET AVE, STE 200 · ST. LOUIS, MO 63105 | Legal | $17,881 |
O'DWYER & BERNSTEIN, LLP1+ years Filed as: P.T. DWYER Service code 15 62 YORK DR. · ST. LOUIS, MO 63144 | Recordkeeping | $5,100 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.13% | 0.06%-1.2pp | -0.81%-0.3pp | -0.60%-0.5pp |
| Employer contribution / active EE | $1,519 | $14,206-89.3% | $38,425-96.0% | $12,272-87.6% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |