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| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 17 · EIN 13-3364256 | Pension Consulting | $106,670 |
COMMERCE BANK1 year Service code 21 · EIN 36-7498622 | Bank Trustee | $58,272 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,886 |
THE WHITLOCK COMPANY1 year Filed as: THE WHITLOCK COMPANY LLC Service code 10 · EIN 43-1365401 | Accounting | $10,000 |
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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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 5.67% | 16.85%-11.2pp | 5.44%+0.2pp | 11.88%-6.2pp |
| Employer contribution / active EE | $9,583 | $10,313-7.1% | $25,481-62.4% | $14,612-34.4% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |