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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK9+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 | Investment Management | $122,365 |
MARY DAVIDSON9+ years Service code 30 5585 PERSHING AVENUE SUITE 220B · ST. LOUIS, MO 63112 | Employee (plan) | $61,686 |
MILLIMAN, INC.4 years Filed as: MILLIMAN USA, INC. Service code 11 · EIN 91-0675641 | Actuarial | $36,245 |
LESHELL FAIR2 years Service code 30 5585 PERSHING AVENUE SUITE 220B · ST. LOUIS, MO 63112 | Employee (plan) | $33,441 |
Filed as: ANDERS CPAS + ADVISORS Service code 10 800 MARKET ST. STE 500 · ST. LOUIS, MO 63101 | Accounting | $31,227 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 333 WEST 34TH ST. · NEW YORK, NY 10001 | Insurance services | $27,461 |
DA-COM CORPORATION2 years Service code 49 5317 KNIGHTS OF COLUMBUS DR. · ST. LOUIS, MO 63119 | Other Services | $10,685 |
MADDOCK HENSON, P.C.2 years Filed as: MADDOCK HENSON PC Service code 10 5353 S LINDBERGH BLVD STE 200 · ST. LOUIS, MO 63128 | Accounting | $10,435 |
AMALGAMATED2 years Filed as: AMALGAMATED LIFE Service code 23 333 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Insurance services | $10,192 |
PBI1 year Filed as: PBI RESEARCH SERVICES Service code 99 333 S SEVENTH ST · MINNEAPOLIS, MN 55402 | Other Fees | $6,506 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 16.07% | 11.26%+4.8pp | 12.68%+3.4pp | 37.74%-21.7pp |
| Employer contribution / active EE | $3,703 | $10,658-65.3% | $41,609-91.1% | $15,788-76.5% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |