Filed March 18, 2025
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $904,162 |
COMMERCE BANK1+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $204,768 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 17 · EIN 23-1159360 | Pension Consulting | $184,421 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON COMPANIES, LLC Service code 50 · EIN 48-0763803 | Direct Payment | $53,929 |
MILLIMAN, INC.1+ years Filed as: MILLMAN Service code 11 · EIN 91-0675641 | Actuarial | $42,675 |
SPENCER FANE LLP1+ years Filed as: SPENCER FANE BRITT & BROWNE, LLP Service code 29 · EIN 44-0561981 | Legal | $24,308 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $18,920 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | 3.65% | -5.10%+8.7pp | -6.55%+10.2pp | 33.37%-29.7pp |
| Employer contribution / active EE | $18,852 | $17,560+7.4% | $21,653-12.9% | $11,253+67.5% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |