| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK4 years Service code 19 · EIN 48-0962626 | Securities Custodian | $457,136 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,730 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,827 | $108,759+293.4% | $149,751+185.7% | $93,223+358.9% |
| Participation rate | 97.6% | 70.7%+26.9pp | 82.5%+15.2pp | 74.9%+22.7pp |
| Annual return | 19.94% | 19.53%+0.4pp | 276.71%-256.8pp | 19.29%+0.7pp |
| Employer contribution / active EE | $14,545 | $2,777+423.7% | $4,646+213.1% | $2,680+442.8% |
| Participant deferral / active EE | $0 | $6,149-100.0% | $6,843-100.0% | $4,563-100.0% |
| Admin fee / account holder | $63 | $81-21.4% | $9,312-99.3% | $79-19.8% |