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| Provider | Service type | Compensation |
|---|---|---|
REAMS ASSET MANAGEMENT1+ years Filed as: UMB BANK Service code 28 · EIN 44-0194180 | Investment Management | $58,616 |
BROTHERHOOD BANK AND TRUST1+ years Filed as: BROTHERHOOD BANK & TRUST Service code 21 · EIN 48-0150325 | Bank Trustee | $31,247 |
PFG1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,734 |
STERN BROTHERS1+ years Filed as: STERN BROS INV ADVISORS Service code 34 · EIN 43-1749095 | Direct payment from the plan; Valuati... | $7,800 |
LATHROP GPM1+ years Filed as: LATHROP & GAGE Service code 29 · EIN 99-9999999 | Legal | $6,449 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,739 | $50,498+166.8% | $75,784+77.8% | $55,191+144.1% |
| Participation rate | 99.5% | 69.4%+30.0pp | 75.8%+23.6pp | 69.2%+30.3pp |
| Annual return | 25.78% | 1.80%+24.0pp | 9.68%+16.1pp | 10.78%+15.0pp |
| Employer contribution / active EE | $3,288 | $2,291+43.5% | $3,323-1.1% | $1,899+73.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $264 | $123+114.2% | $5,300-95.0% | $91+190.3% |