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 |
|---|---|---|
BENEFIT TRUST COMPANY1+ years Service code 19 · EIN 43-1971558 PO BOX 12768 · OVERLAND PARK, KS 66282 | Securities Custodian | $47,348 |
FIRST BANKERS TRUST SERVICES1+ years Service code 21 · EIN 20-1171923 PO BOX 4005 · QUINCY, IL 62305 | Bank Trustee | $19,377 |
JAY R HILL CPA PC1+ years Service code 34 · EIN 20-0194580 6124 S NATIONAL DRIVE · PARKVILLE, MO 64152 | Valuation (appraisals, etc.) | $6,750 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,612 | $57,108+62.2% | $94,229-1.7% | $52,331+77.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 6.79% | 1.47%+5.3pp | 10.68%-3.9pp | 4.54%+2.3pp |
| Employer contribution / active EE | $1,250 | $1,735-28.0% | $3,587-65.1% | $1,882-33.6% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |