Filed August 1, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK5+ years Service code 27 · EIN 48-0962626 | Advisory (Plan) | $110,091 |
Service code 11 · EIN 31-1582098 | Actuarial | $23,900 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $9,984 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 12.20% | 9.55%+2.7pp | 9.52%+2.7pp | 9.29%+2.9pp |
| Employer contribution / active EE | $15,698 | $20,722-24.2% | $41,951-62.6% | $15,168+3.5% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |