Filed March 18, 2025
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $705,612 |
MERCER3 years Service code 11 701 MARKET STREET · ST LOUIS, MO 63101 | Actuarial | $173,981 |
COMMERCE BANK4+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $141,873 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $29,476 |
Service code 28 · EIN 33-0818667 | Investment Management | $27,348 |
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $24,100 |
Filed as: TOWERS WATSON DELAWARE INC Service code 17 · EIN 23-1159360 | Pension Consulting | $14,292 |
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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 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 14.60% | 10.14%+4.5pp | 8.31%+6.3pp | 15.63%-1.0pp |
| Employer contribution / active EE | $35,678 | $16,339+118.4% | $21,002+69.9% | $11,476+210.9% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |