Filed March 18, 2025
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $868,678 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 17 · EIN 23-1159360 | Pension Consulting | $247,126 |
COMMERCE BANK2+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $198,515 |
Filed as: MCGRIFF SEIBELS & WILLIAMS INC Service code 50 2211 7TH AVE SOUTH · BIRMINGHAM, AL 35233 | Direct Payment | $91,526 |
MERCER1 year Service code 11 701 MARKET STREET · ST LOUIS, MO 63101 | Actuarial | $45,920 |
MILLIMAN, INC.1 year Filed as: MILLMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $41,150 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $25,152 |
SPENCER FANE LLP2+ years Filed as: SPENCER FANE BRITT & BROWNE, LLP Service code 29 · EIN 44-0561981 | Legal | $12,743 |
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Annual investment return 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 | $0 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 1.95% | 17.95%-16.0pp | 13.45%-11.5pp | 21.83%-19.9pp |
| Employer contribution / active EE | $23,025 | $16,835+36.8% | $26,057-11.6% | $12,237+88.2% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |