Filed July 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK6 years Service code 19 · EIN 48-0962636 | Securities Custodian | $30,799 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,783 | $47,163-41.1% | $149,696-81.4% | $74,460-62.7% |
| Participation rate | 78.1% | 63.4%+14.7pp | 78.8%-0.6pp | 70.7%+7.4pp |
| Annual return | 13.10% | 22.75%-9.7pp | 134.46%-121.4pp | 34.38%-21.3pp |
| Employer contribution / active EE | $3,212 | $1,907+68.5% | $4,821-33.4% | $2,638+21.8% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $98 | $343-71.3% | $13,212-99.3% | $348-71.7% |