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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC5+ years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3701 E EVERGREEN DR. · APPLETON, WI 54913 | Recordkeeping | $29,043 |
COMMUNITY BANK OF PLEASANT HILL5+ years Service code 21 P.O. BOX 30 · PLEASANT HILL, MO 640800030 | Bank Trustee | $22,795 |
HINKLE LAW FIRM5+ years Service code 29 · EIN 48-1029309 301 NORTH MAIN ST. · WICHITA, KS 672024820 | Legal | $15,883 |
KORSCHOT & COMPANY5+ years Service code 34 · EIN 43-1749095 D/B/A STERN BROS VALUATION ADVISORS · KANSAS CITY, MO 641052124 | Securities brokerage commissions and ... | $11,347 |
AGH WEALTH ADVISORS, LLC5+ years Filed as: AGH Service code 10 301 N MAIN · WICHITA, KS 67202 | Accounting | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,615 | $89,652-30.2% | $141,191-55.7% | $65,185-3.9% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+16.9pp | 70.2%+29.2pp |
| Annual return | -6.43% | 32.79%-39.2pp | 71.41%-77.8pp | 29.38%-35.8pp |
| Employer contribution / active EE | $929 | $3,065-69.7% | $4,736-80.4% | $2,177-57.3% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $460 | $569-19.1% | $10,264-95.5% | $847-45.7% |