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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $67,780 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $54,495 |
HARDING LOEVNER LP3+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $51,602 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 | Actuarial | $47,229 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 4520 MAIN ST STE. 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $43,877 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE ASSET MANAGEMENT Service code 28 2005 MARKET ST · PHILADELPHIA, PA 191037094 | Investment Management | $43,781 |
Filed as: ARISTOTLE Service code 28 125 SUMMER ST, STE 1220 · BOSTON, MA 02110 | Investment Management | $37,052 |
MICHELLE OCHOCINSKI3+ years Filed as: MICHELLE ROSS Service code 30 6321 BLUE RIDGE BLVD · RAYTOWN, MO 64133 | Employee (plan) | $33,884 |
FINANCIAL COUNSELORS INC1 year Service code 28 · EIN 43-0890172 | Investment Management | $27,662 |
KIRA DEATLEY3+ years Service code 30 6321 BLUE RIDGE BLVD · RAYTOWN, MO 64133 | Employee (plan) | $22,808 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 7.08% | 4.25%+2.8pp | -752.26%+759.3pp | 0.19%+6.9pp |
| Employer contribution / active EE | $6,114 | $11,906-48.7% | $31,802-80.8% | $13,763-55.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |