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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 | $37,000 |
MONETARY MANAGEMENT GROUP, INC.9+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · ST. LOUIS, MO 63021 | Investment Management | $34,133 |
SCHUCHAT, COOK & WERNER9+ years Service code 29 · EIN 43-0763010 555 WASHINGTON AVENUE, STE. 520 · ST. LOUIS, MO 631011249 | Legal | $17,521 |
US BANK9+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 29 · EIN 31-0841368 ONE U.S. BANK PLAZA · ST. LOUIS, MO 63101 | Legal | $9,082 |
GEORGE MICHAEL JR9+ years Service code 14 · EIN 26-2609067 | Plan Administrator | $8,460 |
Filed as: GRABEL, SCHNIEDERS, HOLLMAN & CO. Service code 21 · EIN 43-1171178 206 W ARGONNE #200 · KIRKWOOD, MO 63122 | Bank Trustee | $7,200 |
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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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 11.94% | 7.29%+4.6pp | 8.10%+3.8pp | 8.21%+3.7pp |
| Employer contribution / active EE | $5,860 | $9,759-40.0% | $28,649-79.5% | $13,841-57.7% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |