| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2 years Service code 19 1000 WALNUT · KANSAS CITY, MO 64106 | Securities Custodian | $33,836 |
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 | $276,582-100.0% | $1,035,159-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 49.6%-49.6pp | 46.4%-46.4pp |
| Annual return | -2.66% | -68.32%+65.7pp | -61.72%+59.1pp | -82.67%+80.0pp |
| Employer contribution / active EE | $33,333 | $50,529-34.0% | $47,703-30.1% | $43,771-23.8% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $5,792-100.0% | $11,204-100.0% |