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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 502 EARTH CITY PLAZA STE 203 · EARTH CITY, MO 63045 | Plan Administrator | $57,288 |
MARQUETTE ASSOCIATES5+ years Service code 28 · EIN 43-6130272 180 N LASALLE ST · CHICAGO, IL 60601 | Investment Management | $17,500 |
SCHEFFEL BOYLE2 years Filed as: SCHEFFEL BOYLE CPAS Service code 10 · EIN 37-1206530 143 N KANSAS ST · EDWARDSVILLE, IL 62025 | Accounting | $10,950 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Insurance Commissions | $9,319 |
HAMMOND AND SHINNERS, P.C.3 years Service code 29 · EIN 43-1429257 13205 MANCHESTER ROAD SUITE 210 · ST LOUIS, MO 63131 | Legal | $7,778 |
BUSEY WEALTH MANAGEMENT1 year Service code 28 · EIN 37-0613731 100 WEST UNIVERSITY AVENUE · CHAMPAIGN, IL 61820 | Investment Management | $6,818 |
EKON BENEFITS5+ years Service code 11 · EIN 43-1307863 4940 WASHINGTON BLVD. · ST LOUIS, MO 63108 | Actuarial | $6,450 |
NATIONAL INVESTMENT SERVICES5+ years Service code 27 · EIN 80-0169634 777 E WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Advisory (Plan) | $6,444 |
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Annual investment return 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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | -0.74% | 10.61%-11.4pp | 9.52%-10.3pp | 627.08%-627.8pp |
| Employer contribution / active EE | $6,246 | $21,392-70.8% | $41,951-85.1% | $18,824-66.8% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |