Filed July 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK7 years Service code 19 · EIN 48-0962636 | Securities Custodian | $33,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,696 | $50,815-45.5% | $155,509-82.2% | $77,643-64.3% |
| Participation rate | 94.4% | 63.1%+31.3pp | 78.2%+16.2pp | 70.6%+23.8pp |
| Annual return | 11.70% | 34.80%-23.1pp | 64.67%-53.0pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,192 | $1,993+10.0% | $4,672-53.1% | $2,726-19.6% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $107 | $437-75.5% | $15,912-99.3% | $430-75.2% |