| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3 years Service code 19 · EIN 48-0962626 | Securities Custodian | $441,360 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,672 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value 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 | $384,683 | $95,048+304.7% | $141,200+172.4% | $82,204+368.0% |
| Participation rate | 92.8% | 73.7%+19.1pp | 82.5%+10.3pp | 73.4%+19.4pp |
| Annual return | 18.95% | 26.89%-7.9pp | 71.41%-52.5pp | 26.31%-7.4pp |
| Employer contribution / active EE | $13,348 | $2,921+357.0% | $4,736+181.8% | $2,707+393.1% |
| Participant deferral / active EE | $0 | $5,907-100.0% | $6,710-100.0% | $4,246-100.0% |
| Admin fee / account holder | $70 | $78-10.0% | $10,265-99.3% | $76-7.6% |