| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK8 years Service code 19 · EIN 48-0962626 | Securities Custodian | $702,101 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,835 |
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 | $471,063 | $128,169+267.5% | $147,117+220.2% | $106,553+342.1% |
| Participation rate | 96.3% | 67.3%+28.9pp | 82.2%+14.1pp | 69.8%+26.4pp |
| Annual return | 18.02% | 17.88%+0.1pp | 420.54%-402.5pp | 17.37%+0.6pp |
| Employer contribution / active EE | $21,387 | $3,374+533.8% | $4,932+333.6% | $3,359+536.8% |
| Participant deferral / active EE | $0 | $7,665-100.0% | $8,065-100.0% | $5,562-100.0% |
| Admin fee / account holder | $68 | $88-22.8% | $12,993-99.5% | $80-14.7% |