Filed November 27, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1 year Service code 18 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Trustee (bank, trust company, or simi... | $31,625 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN & ROBERTSON Service code 11 · EIN 91-0675641 500 NORTH BROADWAY, SUITE 1750 · ST. LOUIS, MO 63102 | Actuarial | $19,874 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | -4.74% | -1.76%-3.0pp | -3.19%-1.5pp | -0.69%-4.1pp |
| Employer contribution / active EE | $4,370 | $13,257-67.0% | $48,658-91.0% | $16,786-74.0% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |