Filed January 8, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $105,591 |
COMMERCE BANK5+ years Filed as: THE COMMERCE TRUST COMPANY Service code 27 · EIN 48-0962626 | Advisory (Plan) | $78,347 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,431 | $74,347+0.1% | $93,606-20.5% | $67,579+10.1% |
| Participation rate | 99.8% | 80.6%+19.2pp | 75.8%+24.0pp | 71.3%+28.6pp |
| Annual return | 23.94% | 28.07%-4.1pp | 32.76%-8.8pp | 378.56%-354.6pp |
| Employer contribution / active EE | $5,243 | $2,583+103.0% | $2,718+92.9% | $2,148+144.1% |
| Participant deferral / active EE | $5,705 | $4,060+40.5% | $4,069+40.2% | $3,539+61.2% |
| Admin fee / account holder | $228 | $123+86.3% | $7,888-97.1% | $142+60.6% |