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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP6 years Service code 13 · EIN 39-0758449 | Contract Administrator | $13,555 |
ENTERPRISE BANK & TRUST7 years Filed as: ENTERPRISE SERVICES DBA ESI EQUITY Service code 34 · EIN 39-1763393 | Valuation (appraisals, etc.) | $11,500 |
HAWKINS ASH CPAS7 years Filed as: HAWKINS ASH CPAS LLP Service code 10 · EIN 39-0912608 | Accounting | $8,000 |
TRUSTPOINT3 years Service code 19 230 FRONT ST N · LA CROSSE, WI 54601 | Securities Custodian | $5,205 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,182 | $88,137+23.9% | $164,975-33.8% | $74,429+46.7% |
| Participation rate | 98.3% | 73.1%+25.2pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 18.42% | 17.13%+1.3pp | 70.12%-51.7pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $357 | $2,231-84.0% | $12,688-97.2% | $1,944-81.7% |