Filed July 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK3 years Service code 19 · EIN 48-0962626 | Securities Custodian | $28,111 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,896 | $58,879-56.0% | $178,490-85.5% | $73,488-64.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.74% | 24.86%-12.1pp | 151.07%-138.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,874 | $2,236-16.2% | $5,011-62.6% | $2,270-17.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $72 | $400-82.0% | $13,984-99.5% | $513-85.9% |