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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 17 · EIN 61-0736136 | Pension Consulting | $47,000 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $17,800 |
UHY LLP1+ years Service code 10 · EIN 20-0694403 | Accounting | $12,391 |
COMMERCE BANK1+ years Filed as: COMMERCE Service code 26 · EIN 43-0356370 | Advisory (Participants) | $10,055 |
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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 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | 6.30% | 3.08%+3.2pp | 4.07%+2.2pp | 4.56%+1.7pp |
| Employer contribution / active EE | $24,099 | $13,461+79.0% | $45,149-46.6% | $15,526+55.2% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |