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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC9+ years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Recordkeeping | $23,839 |
COMMUNITY BANK OF PLEASANT HILL9+ years Service code 21 P.O. BOX 30 · PLEASANT HILL, MO 640800030 | Bank Trustee | $19,161 |
KORSCHOT & COMPANY9+ years Service code 34 · EIN 43-1749095 D/B/A STERN BROS VALUATION ADVISORS · KANSAS CITY, MO 641052124 | Securities brokerage commissions and ... | $10,340 |
AGH WEALTH ADVISORS, LLC9+ years Filed as: AGH Service code 10 301 N MAIN · WICHITA, KS 67202 | Accounting | $0 |
HINKLE LAW FIRM9+ years Service code 29 · EIN 48-1029309 301 NORTH MAIN ST. · WICHITA, KS 672024820 | Legal | $0 |
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 | $56,647 | $91,424-38.0% | $135,942-58.3% | $71,495-20.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 3.51% | 29.90%-26.4pp | 68.28%-64.8pp | 28.85%-25.3pp |
| Employer contribution / active EE | $7,063 | $3,704+90.7% | $4,858+45.4% | $2,589+172.8% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $272 | $1,266-78.5% | $10,764-97.5% | $1,588-82.9% |