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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Securities Custodian | $63,615 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 ONE SOUTH WACKER DR., SUITE 2700 · CHICAGO, IL 60606 | Investment Management | $53,675 |
MARY DAVIDSON3+ years Service code 30 · EIN 43-6101313 12105 BRIDGETON SQUARE DRIVE, SUITE · BRIDGETON, MO 63044 | Employee (plan) | $46,348 |
BARBARA GILL3+ years Filed as: BARBARA REED Service code 14 · EIN 43-6101313 12105 BRIDGETON SQUARE DRIVE, SUITE · BRIDGETON, MO 63044 | Plan Administrator | $45,396 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 8182 MARYLAND AVENUE, SUITE 900 · ST. LOUIS, MO 63105 | Accounting | $37,890 |
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 36-3250722 20 NO CLARK STREET, 34TH FLOOR · CHICAGO, IL 60602 | Investment Management | $36,101 |
ARGENT CAPITAL MANAGEMENT3+ years Service code 28 · EIN 43-1826950 100 SOUTH BRENTWOOD BLVD., SUITE 11 · ST. LOUIS, MO 63105 | Investment Management | $20,390 |
O'DWYER & BERNSTEIN, LLP3+ 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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 10.55% | 13.03%-2.5pp | 10.36%+0.2pp | 23.90%-13.3pp |
| Employer contribution / active EE | $3,602 | $15,779-77.2% | $37,738-90.5% | $16,539-78.2% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |