Filed October 10, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 10 · EIN 39-1969986 1120 SOUTH MAIN ST,SUITE 400 · OMAHA, NE 68124 | Accounting | $59,973 |
Filed as: PRARIE CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-3106256 4801 MAIN STREET, SUITE 520 · KANSAS CITY, MO 64112 | Investment Management | $49,468 |
Filed as: BAIRD HOLM, LLP Service code 11 1700 FARNAM STREET, SUITE 1500 · OMAHA, NE 68102 | Actuarial | $30,767 |
COMMERCE BANK5+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 44-0206815 922 WALNUT · KANSAS CITY, MO 67106 | Securities Custodian | $23,516 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $354,213-100.0% | $568,132-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 47.3%-47.3pp |
| Annual return | 0.44% | 12.49%-12.0pp | 14.64%-14.2pp | 12.16%-11.7pp |
| Employer contribution / active EE | $0 | $52,238-100.0% | $41,831-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |