| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1 year Service code 19 1000 WALNUT STREET · KANSAS CITY, MO 64106 | Securities Custodian | $36,436 |
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 | $321,431-100.0% | $308,850-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 52.9%-52.9pp | 48.5%-48.5pp | 45.9%-45.9pp |
| Annual return | 6.50% | 14.95%-8.4pp | 14.41%-7.9pp | 10.21%-3.7pp |
| Employer contribution / active EE | $20,000 | $48,159-58.5% | $45,283-55.8% | $42,272-52.7% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $8,071-100.0% | $9,941-100.0% | $13,518-100.0% |