Filed August 1, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3+ years Service code 27 · EIN 48-0962626 | Advisory (Plan) | $99,965 |
MCCLOUD CONSULTING GROUP2 years Filed as: MCCLOUD AND ASSOCIATES, INC. Service code 11 · EIN 46-0507052 | Actuarial | $32,500 |
MAYER HOFFMAN MCCANN P.C.3+ years Service code 10 · EIN 43-1947695 | Accounting | $10,845 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -3.36% | -1.53%-1.8pp | -2.18%-1.2pp | -0.69%-2.7pp |
| Employer contribution / active EE | $21,636 | $14,498+49.2% | $38,751-44.2% | $16,786+28.9% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |