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| Provider | Service type | Compensation |
|---|---|---|
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 36-3250722 20 NO CLARK STREET, 34TH FLOOR · CHICAGO, IL 60602 | Investment Management | $53,892 |
MARY DAVIDSON2+ years Service code 30 · EIN 43-6101313 12105 BRIDGETON SQUARE DRIVE, SUITE · BRIDGETON, MO 63044 | Employee (plan) | $46,702 |
BARBARA GILL2+ years Filed as: BARBARA REED Service code 14 · EIN 43-6101313 12105 BRIDGETON SQUARE DRIVE, SUITE · BRIDGETON, MO 63044 | Plan Administrator | $46,269 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 ONE SOUTH WACKER DR., SUITE 2700 · CHICAGO, IL 60606 | Investment Management | $34,569 |
STANDARD VALUATIONS1 year Service code 28 · EIN 41-1327339 790 CLEVELAND AVE, SUITE 220 · ST. PAUL, MN 55116 | Investment Management | $28,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 8182 MARYLAND AVENUE, SUITE 900 · ST. LOUIS, MO 63105 | Accounting | $26,450 |
COMMERCE BANK2+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Securities Custodian | $23,272 |
ARGENT CAPITAL MANAGEMENT2+ years Service code 28 · EIN 43-1826950 100 SOUTH BRENTWOOD BLVD., SUITE 11 · ST. LOUIS, MO 63105 | Investment Management | $21,816 |
HAMMOND AND SHINNERS, P.C.2+ years Service code 29 · EIN 43-1164305 7730 CARONDELET AVE, STE 200 · ST. LOUIS, MO 63105 | Legal | $5,243 |
O'DWYER & BERNSTEIN, LLP2+ 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 4.15% | 5.13%-1.0pp | 4.74%-0.6pp | 7.18%-3.0pp |
| Employer contribution / active EE | $3,447 | $14,689-76.5% | $36,089-90.4% | $13,095-73.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |