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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS10+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $136,500 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 28 7676 FORSYTH BLVD · CLAYTON, MO 63105 | Investment Management | $74,236 |
MMA SECURITIES LLC5 years Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 23 825 MARYVILLE CENTRE DR. 200 · CHESTERFIELD, MO 63017 | Insurance services | $49,476 |
SCHUCHAT, COOK & WERNER10+ years Service code 29 · EIN 43-0763010 | Legal | $45,002 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 | Investment Management | $31,312 |
Filed as: ANDERS MINKLER HUBER & HELM LP Service code 10 · EIN 43-0831507 | Accounting | $28,150 |
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $27,131 |
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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 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 11.54% | 8.83%+2.7pp | 9.15%+2.4pp | 10.61%+0.9pp |
| Employer contribution / active EE | $22,693 | $14,473+56.8% | $26,409-14.1% | $15,605+45.4% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $266-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |