Filed July 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3+ years Filed as: COMMERCE TRUST COMPANY Service code 19 922 WALNUT · KANSAS CITY, MO 64106 | Securities Custodian | $32,638 |
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 | $23,703 | $55,453-57.3% | $170,435-86.1% | $62,293-61.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.77% | 21.38%-8.6pp | 205.94%-193.2pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,571 | $2,164-27.4% | $5,432-71.1% | $2,042-23.1% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $114 | $455-75.0% | $13,881-99.2% | $479-76.3% |