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| Provider | Service type | Compensation |
|---|---|---|
COMMUNITY BANK OF PLEASANT HILL10+ years Service code 21 · EIN 20-5720090 P.O. BOX 30 · PLEASANT HILL, KS 640800030 | Bank Trustee | $19,016 |
ESOP PARTNERS LLC10+ years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Recordkeeping | $18,987 |
KORSCHOT & COMPANY10+ years Service code 34 · EIN 43-1749095 D/B/A STERN BROS VALUATION ADVISORS · KANSAS CITY, MO 641052124 | Valuation (appraisals, etc.) | $10,350 |
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 | $38,901 | $101,591-61.7% | $147,096-73.6% | $74,429-47.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -32.75% | 8746.45%-8779.2pp | 419.75%-452.5pp | 1368.38%-1401.1pp |
| Employer contribution / active EE | $5,328 | $3,813+39.7% | $4,936+7.9% | $2,625+103.0% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $264 | $1,750-84.9% | $13,005-98.0% | $1,944-86.4% |