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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION7 years Service code 13 · EIN 41-0956552 | Contract Administrator | $216,753 |
MARQUETTE ASSOCIATES3 years Service code 28 · EIN 36-3485298 | Investment Management | $77,951 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS PC Service code 50 · EIN 43-1174269 | Direct Payment | $68,004 |
COMMERCE BANK3 years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0862626 | Investment Management | $45,806 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0765316 | Accounting | $16,500 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 333 WEST 34TH ST. · NEW YORK CITY, NY 100012402 | Direct payment from the plan; Insuran... | $6,666 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,268 | $86,936-96.2% | $102,412-96.8% | $99,314-96.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 19.62% | 14.99%+4.6pp | 24.94%-5.3pp | 17.67%+2.0pp |
| Employer contribution / active EE | $1,065 | $3,925-72.9% | $3,870-72.5% | $3,264-67.4% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $31 | $140-77.9% | $8,388-99.6% | $109-71.6% |