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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 43-0657966 | Recordkeeping | $238,385 |
COMMERCE BANK4+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $155,995 |
GREAT LAKES ADVISORS, LLC4+ years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $56,506 |
ANDERS MINKLER HUBER & HELM LLP4+ years Service code 10 · EIN 43-0831507 | Accounting | $33,910 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
HARTNETT REYES-JONES, LLC4+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $22,060 |
HITS SCANNING SOLUTIONS1 year Service code 15 611 LAMBERT POINTE DR · HAZELWOOD, MO 63042 | Recordkeeping | $13,148 |
NEWTOWER TRUST COMPANY3 years 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 | $72,088 | $60,396+19.4% | $83,831-14.0% | $75,289-4.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -2.81% | 3.84%-6.7pp | 850.99%-853.8pp | -0.04%-2.8pp |
| Employer contribution / active EE | $4,937 | $3,343+47.7% | $3,631+36.0% | $2,405+105.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $128 | $141-9.3% | $5,479-97.7% | $102+25.2% |