Filed July 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1+ years Filed as: COMMERCE TRUST COMPANY Service code 19 922 WALNUT · KANSAS CITY, MO 64106 | Securities Custodian | $30,708 |
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 | $19,151 | $46,360-58.7% | $147,617-87.0% | $52,331-63.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.79% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,594 | $2,126-25.0% | $5,564-71.4% | $1,882-15.3% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $108 | $766-85.9% | $11,612-99.1% | $592-81.7% |