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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK6+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $197,686 |
P&P WELFARE EDUCATIONAL FUND3 years Service code 15 · EIN 43-0657966 | Recordkeeping | $167,252 |
GREAT LAKES ADVISORS, LLC6+ years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $52,367 |
HARTNETT REYES-JONES, LLC2 years Service code 29 · EIN 43-1205253 | Legal | $51,811 |
ANDERS MINKLER HUBER & HELM LLP6+ years Service code 10 · EIN 43-0831507 | Accounting | $50,915 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
NEWTOWER TRUST COMPANY5 years Service code 21 · EIN 30-0872552 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,728 | $81,719+15.9% | $101,275-6.5% | $90,274+4.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 8.92% | 337.64%-328.7pp | 46.46%-37.5pp | 53.97%-45.1pp |
| Employer contribution / active EE | $5,995 | $3,622+65.5% | $3,660+63.8% | $2,523+137.6% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $566 | $162+249.9% | $5,948-90.5% | $114+396.6% |