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 |
|---|---|---|
ESOP PARTNERS LLC8+ years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3701 E EVERGREEN DR. · APPLETON, WI 54913 | Recordkeeping | $24,768 |
COMMUNITY BANK OF PLEASANT HILL8+ years Service code 21 P.O. BOX 30 · PLEASANT HILL, MO 640800030 | Bank Trustee | $19,083 |
KORSCHOT & COMPANY8+ years Service code 34 · EIN 43-1749095 D/B/A STERN BROS VALUATION ADVISORS · KANSAS CITY, MO 641052124 | Valuation (appraisals, etc.); Securit... | $9,300 |
AGH WEALTH ADVISORS, LLC8+ years Filed as: AGH Service code 10 301 N MAIN · WICHITA, KS 67202 | Accounting | $0 |
HINKLE LAW FIRM8+ years Service code 29 · EIN 48-1029309 301 NORTH MAIN ST. · WICHITA, KS 672024820 | Legal | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,478 | $84,493-35.5% | $125,381-56.6% | $66,938-18.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -6.21% | -8.49%+2.3pp | 572.31%-578.5pp | 1.58%-7.8pp |
| Employer contribution / active EE | $7,650 | $3,554+115.3% | $4,815+58.9% | $2,545+200.6% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $275 | $685-59.8% | $10,007-97.2% | $594-53.6% |