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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC6+ years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3701 E EVERGREEN DR. · APPLETON, WI 54913 | Recordkeeping | $28,872 |
COMMUNITY BANK OF PLEASANT HILL6+ years Service code 21 P.O. BOX 30 · PLEASANT HILL, MO 640800030 | Bank Trustee | $20,373 |
KORSCHOT & COMPANY6+ years Service code 34 · EIN 43-1749095 D/B/A STERN BROS VALUATION ADVISORS · KANSAS CITY, MO 641052124 | Valuation (appraisals, etc.); Securit... | $9,650 |
AGH WEALTH ADVISORS, LLC6+ years Filed as: AGH Service code 10 301 N MAIN · WICHITA, KS 67202 | Accounting | $2,600 |
HINKLE LAW FIRM6+ years Service code 29 · EIN 48-1029309 301 NORTH MAIN ST. · WICHITA, KS 672024820 | Legal | $1,585 |
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 | $54,937 | $99,957-45.0% | $149,730-63.3% | $73,493-25.2% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | -10.57% | 53.87%-64.4pp | 276.70%-287.3pp | 28.51%-39.1pp |
| Employer contribution / active EE | $2,233 | $3,191-30.0% | $4,645-51.9% | $2,270-1.6% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |