Filed July 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK1 year Service code 19 · EIN 48-0962626 922 WALNUT · KANSAS CITY, MO 64106 | Securities Custodian | $25,806 |
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 | $21,250 | $47,977-55.7% | $154,108-86.2% | $56,289-62.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.67% | 3.54%-7.2pp | 735.21%-738.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,802 | $2,169-16.9% | $5,298-66.0% | $2,111-14.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $81 | $438-81.5% | $13,411-99.4% | $521-84.4% |