Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMMUNITY BANK OF PLEASANT HILL2+ years Service code 21 P.O. BOX 30 · PLEASANT HILL, MO 640800030 | Bank Trustee | $27,167 |
ESOP PARTNERS LLC2+ years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3701 E EVERGREEN DR. · APPLETON, WI 54913 | Recordkeeping | $12,644 |
HINKLE LAW FIRM2+ years Service code 29 · EIN 48-1029309 301 NORTH MAIN ST. · WICHITA, KS 672024820 | Legal | $11,034 |
AGH WEALTH ADVISORS, LLC2+ years Filed as: AGH Service code 10 301 N MAIN · WICHITA, KS 67202 | Accounting | $7,385 |
KORSCHOT & COMPANY2+ years Service code 34 · EIN 43-1749095 D/B/A STERN BROS VALUATION ADVISORS · KANSAS CITY, MO 641052124 | Valuation (appraisals, etc.); Securit... | $7,300 |
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 | $100,147 | $75,183+33.2% | $123,894-19.2% | $55,167+81.5% |
| Participation rate | 99.4% | 72.8%+26.6pp | 81.4%+18.0pp | 69.0%+30.4pp |
| Annual return | 14.99% | 19.01%-4.0pp | 47.52%-32.5pp | 169.23%-154.2pp |
| Employer contribution / active EE | $10,294 | $2,823+264.6% | $4,617+123.0% | $1,963+424.5% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $345 | $663-47.9% | $8,357-95.9% | $504-31.4% |