Filed August 1, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2+ years Service code 27 · EIN 43-6334070 | Advisory (Plan) | $23,925 |
MCCLOUD CONSULTING GROUP1 year Filed as: MCCLOUD AND ASSOCIATES, INC. Service code 11 · EIN 46-0507052 | Actuarial | $2,800 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 3.63% | 12.23%-8.6pp | 10.36%-6.7pp | 13.95%-10.3pp |
| Employer contribution / active EE | $0 | $18,059-100.0% | $37,738-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |