| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK6 years Service code 19 · EIN 48-0962626 | Securities Custodian | $467,418 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,819 |
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 | $412,771 | $93,773+340.2% | $125,401+229.2% | $78,104+428.5% |
| Participation rate | 96.1% | 75.6%+20.5pp | 82.4%+13.7pp | 74.5%+21.6pp |
| Annual return | 11.87% | 277.78%-265.9pp | 572.53%-560.7pp | 10.90%+1.0pp |
| Employer contribution / active EE | $22,233 | $3,678+504.5% | $4,816+361.7% | $3,128+610.9% |
| Participant deferral / active EE | $0 | $6,971-100.0% | $7,448-100.0% | $5,089-100.0% |
| Admin fee / account holder | $59 | $67-11.3% | $10,008-99.4% | $79-24.8% |