| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3 years Service code 19 · EIN 48-0962626 1000 WALNUT STREET · KANSAS CITY, MO 64106 | Securities Custodian | $32,913 |
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 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.3%-47.3pp |
| Annual return | 13.01% | 12.82%+0.2pp | 13.48%-0.5pp | 12.16%+0.9pp |
| Employer contribution / active EE | $22,222 | $49,622-55.2% | $47,067-52.8% | $44,747-50.3% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |