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| Provider | Service type | Compensation |
|---|---|---|
COMMUNITY BANK OF PLEASANT HILL1+ years Service code 21 P.O. BOX 30 · PLEASANT HILL, MO 640800030 | Bank Trustee | $21,421 |
ESOP PARTNERS LLC1+ years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3701 E EVERGREEN DR. · APPLETON, WI 54913 | Recordkeeping | $13,957 |
HINKLE LAW FIRM1+ years Service code 29 · EIN 48-1029309 301 NORTH MAIN ST. · WICHITA, KS 672024820 | Legal | $7,658 |
KORSCHOT & COMPANY1+ years Service code 34 · EIN 43-1749095 D/B/A STERN BROS VALUATION ADVISORS · KANSAS CITY, MO 641052124 | Valuation (appraisals, etc.) | $7,300 |
AGH WEALTH ADVISORS, LLC1+ years Filed as: AGH Service code 10 3500 PIEDMONT ROAD · ATLANTA, GA 30305 | Accounting | $7,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,840 | $70,002+32.6% | $115,038-19.3% | $52,331+77.4% |
| Participation rate | 99.3% | 72.1%+27.2pp | 81.4%+18.0pp | 68.1%+31.2pp |
| Annual return | 2.91% | 4.04%-1.1pp | 26.14%-23.2pp | 4.54%-1.6pp |
| Employer contribution / active EE | $11,513 | $2,715+324.1% | $4,608+149.9% | $1,882+511.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $344 | $566-39.2% | $8,175-95.8% | $592-41.8% |