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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK5+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 | Securities Custodian | $213,305 |
Filed as: FIDELITY INST. INV. OPS. CO. INC. Service code 15 | Recordkeeping | $0 |
Filed as: FIDELITY INV. INST. OPS. CO. INC. Service code 12 · EIN 04-2647786 | Participant communication; Recordkeep... | -$124,225 |
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 | $52,144 | $89,609-41.8% | $182,540-71.4% | $89,609-41.8% |
| Participation rate | 72.8% | 69.6%+3.2pp | 78.0%-5.2pp | 69.6%+3.2pp |
| Annual return | 24.07% | 34.56%-10.5pp | 148.58%-124.5pp | 34.56%-10.5pp |
| Employer contribution / active EE | $2,619 | $2,584+1.3% | $4,076-35.8% | $2,584+1.3% |
| Participant deferral / active EE | $2,361 | $4,220-44.1% | $5,525-57.3% | $4,220-44.1% |
| Admin fee / account holder | $1 | $72-98.5% | $8,593-100.0% | $72-98.5% |