Filed July 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2+ years Filed as: COMMERCE TRUST COMPANY Service code 19 922 WALNUT · KANSAS CITY, MO 64106 | Securities Custodian | $0 |
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 | $21,318 | $46,732-54.4% | $156,551-86.4% | $55,167-61.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.24% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,772 | $2,105-15.8% | $5,501-67.8% | $1,963-9.7% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $112 | $418-73.2% | $13,028-99.1% | $504-77.8% |