Filed March 18, 2025
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $905,518 |
COMMERCE BANK3+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $198,252 |
MERCER2 years Service code 11 701 MARKET STREET · ST LOUIS, MO 63101 | Actuarial | $183,366 |
MILLIMAN, INC.2 years Filed as: MILLMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $55,438 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $27,475 |
SPENCER FANE LLP3+ years Filed as: SPENCER FANE BRITT & BROWNE, LLP Service code 29 · EIN 44-0561981 | Legal | $27,292 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 17 · EIN 23-1159360 | Pension Consulting | $25,109 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 3.81% | 19.50%-15.7pp | 8.35%-4.5pp | 12.86%-9.1pp |
| Employer contribution / active EE | $30,690 | $27,684+10.9% | $27,010+13.6% | $13,687+124.2% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |