Filed January 31, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 · EIN 27-2436452 | Pension Consulting | $137,023 |
Service code 11 · EIN 53-0181291 | Actuarial | $135,300 |
COMMERCE BANK3 years Service code 21 · EIN 48-0962626 | Bank Trustee | $103,171 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $12,750 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 7.69% | 221.56%-213.9pp | 29.77%-22.1pp | 53.27%-45.6pp |
| Employer contribution / active EE | $40,000 | $12,096+230.7% | $33,607+19.0% | $14,774+170.7% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |