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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY3+ years Service code 19 · EIN 43-1971558 PO BOX 12768 · OVERLAND PARK, KS 66282 | Securities Custodian | $50,174 |
FIRST BANKERS TRUST SERVICES3+ years Service code 21 · EIN 20-1171923 PO BOX 4005 · QUINCY, IL 62305 | Bank Trustee | $24,255 |
Filed as: MILLER HAVILAND KETTER PC PA Service code 10 · EIN 48-0958002 1901 W 47TH PLACE, STE 204 · WESTWOOD, KS 66205 | Accounting | $10,057 |
JAY R HILL CPA PC3+ years Service code 34 · EIN 20-0194580 6124 S NATIONAL DRIVE · PARKVILLE, MO 64152 | Valuation (appraisals, etc.) | $8,013 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,032 | $71,192+41.9% | $117,861-14.3% | $62,293+62.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 7.39% | 18.66%-11.3pp | 335.11%-327.7pp | 28.90%-21.5pp |
| Employer contribution / active EE | $3,274 | $1,934+69.3% | $3,786-13.5% | $2,042+60.3% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |