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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS8+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $153,840 |
Filed as: MERRILL LYNCH Service code 28 7676 FORSYTH BLVD · CLAYTON, MO 63105 | Investment Management | $57,666 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: INTECH ENHANCED PLUS FUND LLC Service code 28 151 DETROIT ST · DENVER, CO 80206 | Investment Management | $51,253 |
Filed as: ANDERS MINKLER HUBER & HELM LP Service code 10 · EIN 43-0831507 | Accounting | $49,299 |
SCHUCHAT, COOK & WERNER8+ years Service code 29 · EIN 43-0763010 | Legal | $46,313 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0618452 | Investment Management | $41,347 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $26,186 |
MMA SECURITIES LLC3 years Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 23 825 MARYVILLE CENTRE DR. 200 · CHESTERFIELD, MO 63017 | Insurance services | $25,086 |
ZENITH AMERICAN SOLUTIONS8+ years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 10 · EIN 52-1590516 | Accounting | $14,085 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 10.63% | 7.15%+3.5pp | 20.18%-9.5pp | 37.74%-27.1pp |
| Employer contribution / active EE | $21,328 | $13,270+60.7% | $29,108-26.7% | $15,788+35.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |