Filed July 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK5 years Service code 19 · EIN 48-0962636 | Securities Custodian | $31,231 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,249 | $65,092-64.3% | $143,799-83.8% | $66,938-65.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.68% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,345 | $2,362-0.7% | $4,952-52.6% | $2,545-7.9% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $82 | $502-83.7% | $14,677-99.4% | $594-86.2% |