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| Provider | Service type | Compensation |
|---|---|---|
MONETARY MANAGEMENT GROUP, INC.2+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · ST. LOUIS, MO 63021 | Investment Management | $25,564 |
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVC · ST. LOUIS, MO 63108 | Actuarial | $23,950 |
GEORGE MICHAEL JR2+ years Service code 14 · EIN 26-2609067 720 OLIVE STREET · ST. LOUIS, MO 63101 | Plan Administrator | $9,946 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 29 · EIN 31-0841368 ONE U.S. BANK PLAZA · ST. LOUIS, MO 63101 | Legal | $7,925 |
SCHUCHAT, COOK & WERNER2+ years Service code 29 · EIN 43-0763010 1221 LOCUST STREET · ST. LOUIS, MO 63103 | Legal | $7,429 |
MICHAEL CUMMINS, CPA, P.C.2+ years Filed as: MICHAEL CUMMINS, CPA, PC Service code 21 · EIN 43-1555780 3 THE PINES COURT · ST. LOUIS, MO 63141 | Bank Trustee | $6,731 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 9.29% | 9.14%+0.2pp | 8.32%+1.0pp | 10.41%-1.1pp |
| Employer contribution / active EE | $5,720 | $9,384-39.0% | $30,793-81.4% | $14,691-61.1% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |