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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK7+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 | Securities Custodian | $104,577 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $49,929 |
MARY DAVIDSON7+ years Service code 30 5585 PERSHING AVE · ST. LOUIS, MO 631124621 | Employee (plan) | $48,464 |
BARBARA GILL7+ years Filed as: BARBARA REED Service code 30 5585 PERSHING AVE. · ST. LOUIS, MO 631124621 | Employee (plan) | $45,396 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $29,830 |
MILLIMAN, INC.2 years Filed as: MILLIMAN USA, INC. Service code 11 · EIN 91-0675641 | Actuarial | $28,415 |
ARGENT CAPITAL MANAGEMENT7+ years Service code 28 · EIN 43-1826950 | Investment Management | $19,765 |
ZIEGLER CAPITAL MANAGEMENT, LLC7+ years Filed as: ZIEGLER LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 36-3250722 | Investment Management | $13,388 |
STANDARD VALUATIONS6 years Service code 28 790 CLEVELAND AVE · ST PAUL, MN 55116 | Investment Management | $13,249 |
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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 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 15.71% | 11.11%+4.6pp | 8.95%+6.8pp | 11.84%+3.9pp |
| Employer contribution / active EE | $4,754 | $19,861-76.1% | $46,559-89.8% | $17,339-72.6% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |