Filed March 18, 2025
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $557,712 |
MERCER6 years Service code 11 701 MARKET STREET · ST LOUIS, MO 63101 | Actuarial | $141,178 |
COMMERCE BANK7+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $111,440 |
SPENCER FANE LLP2 years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 1000 WALNUT ST, STE 1400 · KANSAS CITY, MO 64106 | Legal | $47,367 |
MILLIMAN, INC.4 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $30,052 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $29,772 |
WILLIS TOWERS WATSON US LLC3 years Service code 17 · EIN 53-0181291 | Pension Consulting | $11,340 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 14.58% | 18.61%-4.0pp | 4.95%+9.6pp | 9.30%+5.3pp |
| Employer contribution / active EE | $15,659 | $11,871+31.9% | $20,917-25.1% | $12,551+24.8% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |