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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 | $57,227 |
COMMERCE BANK6+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Securities Custodian | $50,492 |
MARY DAVIDSON6+ years Service code 30 · EIN 43-6101313 12105 BRIDGETON SQUARE DRIVE, SUITE · BRIDGETON, MO 63044 | Employee (plan) | $47,532 |
BARBARA GILL6+ years Filed as: BARBARA REED Service code 14 · EIN 43-6101313 12105 BRIDGETON SQUARE DRIVE, SUITE · BRIDGETON, MO 63044 | Plan Administrator | $46,269 |
ZIEGLER CAPITAL MANAGEMENT, LLC6+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 36-3250722 20 NO CLARK STREET, 34TH FLOOR · CHICAGO, IL 60602 | Investment Management | $43,344 |
MILLIMAN, INC.1 year Filed as: MILLIMAN USA, INC. Service code 11 · EIN 91-0675641 501 NORTH BROADWAY, SUITE 560 · ST. LOUIS, MO 63102 | Actuarial | $39,034 |
ARGENT CAPITAL MANAGEMENT6+ years Service code 28 · EIN 43-1826950 100 SOUTH BRENTWOOD BLVD., SUITE 11 · ST. LOUIS, MO 63105 | Investment Management | $35,481 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 8182 MARYLAND AVENUE, SUITE 900 · ST. LOUIS, MO 63105 | Accounting | $27,410 |
O'DWYER & BERNSTEIN, LLP6+ 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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 10.58% | 9.58%+1.0pp | 9.52%+1.1pp | 11.45%-0.9pp |
| Employer contribution / active EE | $4,185 | $21,155-80.2% | $41,951-90.0% | $17,219-75.7% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |