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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK8 years Service code 27 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Plan) | $87,227 |
COTTONWOOD ADVISORS, LLC10+ years Filed as: THE COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $31,187 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 17330 WRIGHT STREET · OMAHA, NE 68130 | Accounting | $20,060 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $36,224-100.0% | $82,130-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 2.9%-2.9pp |
| Annual return | 4.54% | 9.01%-4.5pp | 8.99%-4.4pp | 8.39%-3.8pp |
| Employer contribution / active EE | $4,337 | $13,944-68.9% | $25,171-82.8% | $18,340-76.4% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,134-100.0% | $200-100.0% |