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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY2+ years Service code 19 · EIN 43-1971558 PO BOX 12768 · OVERLAND PARK, KS 66282 | Securities Custodian | $50,776 |
FIRST BANKERS TRUST SERVICES2+ years Service code 21 · EIN 20-1171923 PO BOX 4005 · QUINCY, IL 62305 | Bank Trustee | $24,209 |
JAY R HILL CPA PC2+ years Service code 34 · EIN 20-0194580 6124 S NATIONAL DRIVE · PARKVILLE, MO 64152 | Valuation (appraisals, etc.) | $7,398 |
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 | $102,470 | $63,924+60.3% | $108,582-5.6% | $55,167+85.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 25.58% | 15.31%+10.3pp | -51.70%+77.3pp | 169.23%-143.7pp |
| Employer contribution / active EE | $1,082 | $1,879-42.4% | $3,758-71.2% | $1,963-44.9% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |