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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 | $63,513 |
MARY DAVIDSON5+ years Service code 30 · EIN 43-6101313 12105 BRIDGETON SQUARE DRIVE, SUITE · BRIDGETON, MO 63044 | Employee (plan) | $47,563 |
BARBARA GILL5+ 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, LLC5+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 36-3250722 20 NO CLARK STREET, 34TH FLOOR · CHICAGO, IL 60602 | Investment Management | $41,598 |
ARGENT CAPITAL MANAGEMENT5+ years Service code 28 · EIN 43-1826950 100 SOUTH BRENTWOOD BLVD., SUITE 11 · ST. LOUIS, MO 63105 | Investment Management | $31,439 |
COMMERCE BANK5+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Securities Custodian | $25,344 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 8182 MARYLAND AVENUE, SUITE 900 · ST. LOUIS, MO 63105 | Accounting | $18,875 |
O'DWYER & BERNSTEIN, LLP5+ years Filed as: P.T. DWYER Service code 15 62 YORK DR. · ST. LOUIS, MO 63144 | Recordkeeping | $5,100 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 17.24% | 33.70%-16.5pp | 14.64%+2.6pp | 53.27%-36.0pp |
| Employer contribution / active EE | $5,880 | $14,473-59.4% | $41,831-85.9% | $14,774-60.2% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |