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| Provider | Service type | Compensation |
|---|---|---|
MONETARY MANAGEMENT GROUP, INC.5+ years Service code 28 · EIN 43-1581414 13537 BARRETT PARKWAY DRIVE · ST. LOUIS, MO 63021 | Investment Management | $29,896 |
EKON BENEFITS5+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Actuarial | $26,025 |
GEORGE MICHAEL JR5+ years Service code 14 · EIN 26-2609067 | Plan Administrator | $10,179 |
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 29 · EIN 31-0841368 ONE U.S. BANK PLAZA · ST. LOUIS, MO 63101 | Legal | $7,871 |
SCHUCHAT, COOK & WERNER5+ years Service code 29 · EIN 43-0763010 555 WASHINGTON AVENUE, STE. 520 · ST. LOUIS, MO 631011249 | Legal | $7,047 |
Filed as: GRABEL, SCHNIEDERS, HOLLMAN & CO. Service code 21 · EIN 43-1171178 206 W ARGONNE #200 · KIRKWOOD, MO 63122 | Bank Trustee | $5,500 |
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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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 9.01% | 9.38%-0.4pp | 8.01%+1.0pp | 9.29%-0.3pp |
| Employer contribution / active EE | $4,752 | $9,605-50.5% | $29,475-83.9% | $15,168-68.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |