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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK4 years Service code 21 · EIN 36-7498622 1345 E. BATTLEFIELD, 3RD FLOOR · SPRINGFIELD, MO 65804 | Bank Trustee | $52,378 |
PENSION LIVE, LLC3 years Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 2777 N STEMMONS FWY · DALLAS, TX 75207 | Actuarial | $33,501 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $18,766 |
THE WHITLOCK COMPANY4 years Filed as: THE WHITLOCK COMPANY LLC Service code 10 · EIN 43-1365401 3271 EAST BATTLEFIELD, · SPRINGFIELD, MO 65804 | Accounting | $9,700 |
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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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 19.39% | 15.60%+3.8pp | 29.77%-10.4pp | 16.32%+3.1pp |
| Employer contribution / active EE | $24,917 | $11,838+110.5% | $33,607-25.9% | $17,007+46.5% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |