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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS, INC Service code 15 · EIN 20-5396546 PO BOX 1773 · APPLETON, WI 54912 | Recordkeeping | $6,240 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,706 | $89,435+246.3% | $164,975+87.7% | $77,714+298.5% |
| Participation rate | 99.0% | 78.6%+20.3pp | 78.6%+20.3pp | 70.6%+28.4pp |
| Annual return | 8.83% | 28.82%-20.0pp | 70.12%-61.3pp | 31.26%-22.4pp |
| Employer contribution / active EE | $2,543 | $2,563-0.8% | $4,343-41.4% | $2,727-6.7% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $39 | $340-88.6% | $12,688-99.7% | $433-91.1% |