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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 ONE SOUTH WACKER DR., SUITE 2700 · CHICAGO, IL 60606 | Investment Management | $59,867 |
COMMERCE BANK4+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Securities Custodian | $46,648 |
MARY DAVIDSON4+ years Service code 30 · EIN 43-6101313 12105 BRIDGETON SQUARE DRIVE, SUITE · BRIDGETON, MO 63044 | Employee (plan) | $46,348 |
BARBARA GILL4+ years Filed as: BARBARA REED Service code 14 · EIN 43-6101313 12105 BRIDGETON SQUARE DRIVE, SUITE · BRIDGETON, MO 63044 | Plan Administrator | $45,396 |
ZIEGLER CAPITAL MANAGEMENT, LLC4+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 36-3250722 20 NO CLARK STREET, 34TH FLOOR · CHICAGO, IL 60602 | Investment Management | $39,468 |
ARGENT CAPITAL MANAGEMENT4+ years Service code 28 · EIN 43-1826950 100 SOUTH BRENTWOOD BLVD., SUITE 11 · ST. LOUIS, MO 63105 | Investment Management | $29,006 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 8182 MARYLAND AVENUE, SUITE 900 · ST. LOUIS, MO 63105 | Accounting | $17,070 |
O'DWYER & BERNSTEIN, LLP4+ 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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -3.97% | -1.12%-2.8pp | -2.18%-1.8pp | 0.19%-4.2pp |
| Employer contribution / active EE | $3,718 | $12,052-69.1% | $38,751-90.4% | $13,763-73.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |