Filed July 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2 years Service code 19 · EIN 48-0962626 922 WALNUT · KANSAS CITY, MO 64106 | Securities Custodian | $24,871 |
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 | $24,004 | $52,961-54.7% | $172,752-86.1% | $65,185-63.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.37% | 30.12%-10.8pp | 802.97%-783.6pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,818 | $2,190-17.0% | $5,144-64.7% | $2,177-16.5% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $67 | $472-85.9% | $13,955-99.5% | $847-92.1% |