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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS9+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $134,000 |
Filed as: MERRILL LYNCH Service code 28 7676 FORSYTH BLVD · CLAYTON, MO 63105 | Investment Management | $61,620 |
Filed as: ANDERS MINKLER HUBER & HELM LP Service code 10 · EIN 43-0831507 | Accounting | $44,117 |
SCHUCHAT, COOK & WERNER9+ years Service code 29 · EIN 43-0763010 | Legal | $33,204 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $26,135 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 | Investment Management | $25,717 |
MMA SECURITIES LLC4 years Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 23 825 MARYVILLE CENTRE DR. 200 · CHESTERFIELD, MO 63017 | Insurance services | $24,109 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.69% | 11.08%-0.4pp | 8.10%+2.6pp | 8.76%+1.9pp |
| Employer contribution / active EE | $22,729 | $13,910+63.4% | $28,665-20.7% | $16,650+36.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |