Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $49,733 |
COMMERCE BANK4+ years Filed as: THE COMMERCE TRUST COMPANY Service code 21 · EIN 43-1795601 | Bank Trustee | $15,463 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $115,878-100.0% | $98,614-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 8.8%-8.8pp | 46.4%-46.4pp |
| Annual return | -10.33% | -2.11%-8.2pp | -0.41%-9.9pp | -82.67%+72.3pp |
| Employer contribution / active EE | $0 | $24,662-100.0% | $15,396-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,511-100.0% | $2,970-100.0% | $11,204-100.0% |