Filed March 18, 2025
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $643,863 |
MERCER5 years Service code 11 701 MARKET STREET · ST LOUIS, MO 63101 | Actuarial | $170,026 |
COMMERCE BANK6+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $114,554 |
MILLIMAN, INC.3 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $72,445 |
WILLIS TOWERS WATSON US LLC2 years Service code 17 · EIN 53-0181291 | Pension Consulting | $50,829 |
MAYER HOFFMAN MCCANN P.C.6+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $27,400 |
SPENCER FANE LLP1 year Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 1000 WALNUT ST, STE 1400 · KANSAS CITY, MO 64106 | Legal | $16,582 |
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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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 7.04% | 8.28%-1.2pp | 8.46%-1.4pp | 9.11%-2.1pp |
| Employer contribution / active EE | $7,570 | $8,225-8.0% | $25,175-69.9% | $12,231-38.1% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |