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| Provider | Service type | Compensation |
|---|---|---|
P&P WELFARE EDUCATIONAL FUND4 years Service code 15 · EIN 43-0657966 | Recordkeeping | $167,252 |
COMMERCE BANK7+ years Service code 19 · EIN 43-0356370 | Securities Custodian | $123,208 |
ANDERS MINKLER HUBER & HELM LLP7+ years Service code 10 · EIN 43-0831507 | Accounting | $90,030 |
HARTNETT REYES-JONES, LLC3 years Service code 29 · EIN 43-1205253 | Legal | $82,703 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 1524 S. LINDBERGH BLVD. · ST. LOUIS, MO 63131 | Recordkeeping Fees | $56,121 |
SYSTEM DESIGN ASSOCIATES1 year Service code 49 900 S. HWY DRIVE SUITE 102 · FENTON, MO 63026 | Other Services | $49,210 |
Filed as: GREENSFELDER, HEMKER & GALE Service code 29 · EIN 43-1313567 | Legal | $30,845 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
GREAT LAKES ADVISORS, LLC7+ years Filed as: GREAT LAKES ADVISORS LLC Service code 28 · EIN 80-0292839 | Investment Management | $17,168 |
NEWTOWER TRUST COMPANY6 years Service code 21 · EIN 30-0872552 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,623 | $88,770+24.6% | $109,191+1.3% | $93,010+18.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 10.40% | 60.64%-50.2pp | 25.76%-15.4pp | 158.70%-148.3pp |
| Employer contribution / active EE | $6,996 | $3,780+85.1% | $3,723+87.9% | $2,705+158.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $204 | $172+18.7% | $6,756-97.0% | $152+34.8% |