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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Filed as: ZENITH ADMINISTRATOR Service code 15 · EIN 52-1590516 502 EARTH CITY EXPRESSWAY · EARTH CITY, MO 63045 | Recordkeeping | $78,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,770 |
INVESCO5+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $37,774 |
EARNEST PARTNERS, LLC5+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET NE · ALTANTA, GA 30309 | Investment Management | $30,673 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 8182 MARYLAND AVE STE 900 · ST LOUIS, MO 63105 | Accounting | $29,158 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN USA, INC Service code 11 · EIN 91-0675641 501 NORTH BROADWAY SUITE 560 · ST LOUIS, MO 63102 | Actuarial | $15,046 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART, BOERNER, ET AL Service code 29 · EIN 31-1126909 1000 NORTH WATER ST · MILWAUKEE, WI 53202 | Legal | $14,191 |
US BANK5+ years Service code 19 · EIN 31-0841368 P.O. BOX 387 · ST LOUIS, MO 63166 | Securities Custodian | $12,444 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $293,167-100.0% | $373,805-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 39.4%-39.4pp | 18.9%-18.9pp | 43.0%-43.0pp |
| Annual return | 4.21% | 8.90%-4.7pp | 9.52%-5.3pp | 259.14%-254.9pp |
| Employer contribution / active EE | $0 | $50,076-100.0% | $41,951-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,317-100.0% | $1,512-100.0% | $21,546-100.0% |