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| Provider | Service type | Compensation |
|---|---|---|
COMMERCE BANK5 years Service code 27 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Plan) | $79,233 |
COTTONWOOD ADVISORS, LLC7+ years Filed as: THE COTTONWOOD GROUP Service code 11 · EIN 20-5250908 | Actuarial | $20,798 |
DEBOER & ASSOCIATES, PC7+ years Service code 10 · EIN 47-0836395 17330 WRIGHT STREET · OMAHA, NE 68130 | Accounting | $17,665 |
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Employer contribution per participant 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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | 4.80% | -6.78%+11.6pp | -5.84%+10.6pp | 39.77%-35.0pp |
| Employer contribution / active EE | $5,500 | $13,335-58.8% | $31,839-82.7% | $19,959-72.4% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |