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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3+ years Filed as: COMMERCE TRUST COMPANY Service code 27 · EIN 48-0962626 | Advisory (Plan) | $30,533 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,665 | $89,739+2.1% | $149,718-38.8% | $62,292+47.2% |
| Participation rate | 68.8% | 85.1%-16.3pp | 87.1%-18.3pp | 69.5%-0.7pp |
| Annual return | 18.04% | 21.01%-3.0pp | 1501.63%-1483.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,266 | $3,233-60.8% | $5,445-76.7% | $2,042-38.0% |
| Participant deferral / active EE | $2,047 | $4,797-57.3% | $6,569-68.8% | $3,169-35.4% |
| Admin fee / account holder | $390 | $551-29.3% | $11,283-96.5% | $479-18.7% |