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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3 years Service code 21 · EIN 36-7498622 1345 E. BATTLEFIELD, 3RD FLOOR · SPRINGFIELD, MO 65804 | Bank Trustee | $51,545 |
PENSION LIVE, LLC2 years Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 2777 N STEMMONS FWY · DALLAS, TX 75207 | Actuarial | $40,910 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $18,848 |
THE WHITLOCK COMPANY3 years Filed as: THE WHITLOCK COMPANY LLC Service code 10 · EIN 43-1365401 3271 EAST BATTLEFIELD, · SPRINGFIELD, MO 65804 | Accounting | $5,000 |
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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.
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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -7.78% | -2.68%-5.1pp | 12.68%-20.5pp | -0.69%-7.1pp |
| Employer contribution / active EE | $19,689 | $18,045+9.1% | $22,860-13.9% | $16,786+17.3% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |