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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK2 years Service code 27 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Plan) | $54,658 |
COTTONWOOD ADVISORS, LLC4+ years Filed as: THE COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $19,800 |
DEBOER & ASSOCIATES, PC4+ years Service code 10 · EIN 47-0836395 17330 WRIGHT STREET · OMAHA, NE 68130 | Accounting | $17,584 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 6.90% | 11.52%-4.6pp | 10.56%-3.7pp | 16.32%-9.4pp |
| Employer contribution / active EE | $8,006 | $11,821-32.3% | $30,197-73.5% | $17,007-52.9% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |