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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $119,717 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $47,578 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON STREET, SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $42,125 |
ANDERS MINKLER HUBER & HELM LLP2+ years Service code 10 · EIN 43-0831507 | Accounting | $36,375 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
HARTNETT REYES-JONES, LLC2+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $26,952 |
SYSTEM DESIGN ASSOCIATES1 year Filed as: SYSTEMS DESIGN ASSOCIATES Service code 49 3760 S. LINDBERGH BLVD 102 · ST. LOUIS, MO 63127 | Other Services | $8,313 |
CHARLES L. CRANE AGENCY2+ years Service code 23 · EIN 43-1394059 | Investment management fees paid indir... | $0 |
NEWTOWER TRUST COMPANY1 year Service code 21 · EIN 30-0872552 | Bank Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,393 | $54,392+16.5% | $84,753-25.2% | $63,975-0.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 8.55% | 611.38%-602.8pp | 22.78%-14.2pp | 48.65%-40.1pp |
| Employer contribution / active EE | $4,505 | $2,943+53.1% | $3,574+26.0% | $2,182+106.5% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $139 | $136+2.3% | $5,333-97.4% | $70+97.3% |