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| Provider | Service type | Compensation |
|---|---|---|
ARGENT CAPITAL MANAGEMENT10+ years Service code 27 · EIN 43-1826950 100 S BRENTWOOD BLVD STE 110 · ST LOUIS, MO 63105 | Advisory (Plan) | $116,733 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: ZACKS INVESTMENT MANAGEMENT Service code 51 · EIN 36-3792197 ONE SOUTH WACKER DRIVE STE 2700 · CHICAGO, IL 60606 | Investment Mgmt Fees | $99,198 |
MARSHFIELD ASSOCIATES3 years Filed as: MARSHFIELD ASSOCIATES, INC Service code 28 · EIN 52-1670976 21 DUPONT CIR NW 500 · WASHINGTON, DC 20036 | Investment Management | $87,580 |
DEARBORN PARTNERS6 years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 200 W MADISON ST STE 1950 · CHICAGO, IL 60606 | Investment Management | $65,748 |
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 500 NORTH BROADWAY STE 1750 · ST LOUIS, MO 63109 | Actuarial | $50,146 |
Filed as: GRABEL SCHNIEDERS HOLLMAN Service code 10 · EIN 43-1171178 206 W ARGONNE, STE 200 · KIRKWOOD, MO 63122 | Accounting | $35,124 |
HARTNETT REYES-JONES, LLC2 years Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $30,422 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.33% | 11.08%+3.3pp | 8.10%+6.2pp | 8.76%+5.6pp |
| Employer contribution / active EE | $9,585 | $13,910-31.1% | $28,649-66.5% | $16,650-42.4% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |