Filed August 1, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3+ years Filed as: COMMERCE TRUST COMPANY Service code 27 PO BOX 26621 · KANSAS CITY, MO 64196 | Advisory (Plan) | $9,999 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,481 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,528 | $79,523-60.4% | $140,019-77.5% | $56,289-44.0% |
| Participation rate | 78.5% | 85.7%-7.2pp | 87.5%-9.0pp | 69.9%+8.7pp |
| Annual return | -1.93% | 2.39%-4.3pp | 651.17%-653.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,632 | $5,129-29.2% | $6,927-47.6% | $3,350+8.4% |
| Admin fee / account holder | $192 | $614-68.8% | $10,705-98.2% | $521-63.2% |