| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 922 WALNUT STREET · KANSAS CITY, MO 64106 | Securities Custodian | $40,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | -0.12% | -1.30%+1.2pp | -1.68%+1.6pp | -7.14%+7.0pp |
| Employer contribution / active EE | $12,729 | $17,978-29.2% | $44,959-71.7% | $14,613-12.9% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |