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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $930 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $0 |
COMMERCE BANK3+ years Filed as: THE COMMERCE TRUST COMPANY Service code 61 922 WALNUT STREET · KANSAS CITY, MO 64106 | Finders' fees / placement fees; Distr... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,566 | $38,833+48.2% | $78,778-26.9% | $77,958-26.2% |
| Participation rate | 51.3% | 60.9%-9.6pp | 69.2%-17.9pp | 71.6%-20.3pp |
| Annual return | 17.53% | 20.31%-2.8pp | 35.62%-18.1pp | 20.87%-3.3pp |
| Employer contribution / active EE | $650 | $840-22.6% | $1,986-67.3% | $2,310-71.9% |
| Participant deferral / active EE | $2,343 | $1,776+31.9% | $2,958-20.8% | $3,537-33.7% |
| Admin fee / account holder | $2 | $89-98.2% | $5,134-100.0% | $97-98.3% |