Filed September 22, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1+ years Filed as: THE COMMERCE TRUST COMPANY Service code 21 · EIN 43-1588657 | Bank Trustee | $41,087 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $23,374 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,920 | $53,412+57.1% | $68,509+22.5% | $52,331+60.4% |
| Participation rate | 95.9% | 71.7%+24.3pp | 74.7%+21.2pp | 68.1%+27.8pp |
| Annual return | -2.12% | 3.42%-5.5pp | 8.27%-10.4pp | 4.54%-6.7pp |
| Employer contribution / active EE | $297 | $1,607-81.5% | $2,278-86.9% | $1,882-84.2% |
| Participant deferral / active EE | $1,638 | $2,688-39.1% | $3,382-51.6% | $3,022-45.8% |
| Admin fee / account holder | $258 | $461-44.1% | $5,275-95.1% | $592-56.4% |