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| Provider | Service type | Compensation |
|---|---|---|
COMMUNITY BANK OF PLEASANT HILL3+ years Service code 21 P.O. BOX 30 · PLEASANT HILL, MO 640800030 | Bank Trustee | $25,504 |
ESOP PARTNERS LLC3+ years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3701 E EVERGREEN DR. · APPLETON, WI 54913 | Recordkeeping | $14,733 |
AGH WEALTH ADVISORS, LLC3+ years Filed as: AGH Service code 10 301 N MAIN · WICHITA, KS 67202 | Accounting | $8,074 |
KORSCHOT & COMPANY3+ years Service code 34 · EIN 43-1749095 D/B/A STERN BROS VALUATION ADVISORS · KANSAS CITY, MO 641052124 | Valuation (appraisals, etc.); Securit... | $7,350 |
HINKLE LAW FIRM3+ years Service code 29 · EIN 48-1029309 301 NORTH MAIN ST. · WICHITA, KS 672024820 | Legal | $2,654 |
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 | $93,985 | $80,753+16.4% | $136,298-31.0% | $62,293+50.9% |
| Participation rate | 99.3% | 73.5%+25.8pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | -8.47% | 35.83%-44.3pp | 5156.27%-5164.7pp | 28.90%-37.4pp |
| Employer contribution / active EE | $17,350 | $2,884+501.7% | $4,696+269.5% | $2,042+749.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $295 | $525-43.9% | $9,244-96.8% | $479-38.5% |