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| Provider | Service type | Compensation |
|---|---|---|
ENTERPRISE BANK & TRUST8 years Filed as: ENTERPRISE SERVICES DBA ESI EQUITY Service code 34 · EIN 39-1763393 | Valuation (appraisals, etc.) | $11,900 |
WIPFLI LLP7 years Service code 13 · EIN 39-0758449 | Contract Administrator | $10,822 |
TRUSTPOINT4 years Service code 19 230 FRONT ST N · LA CROSSE, WI 54601 | Securities Custodian | $8,627 |
HAWKINS ASH CPAS8 years Filed as: HAWKINS ASH CPAS LLP Service code 10 · EIN 39-0912608 | Accounting | $8,500 |
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 | $122,629 | $91,760+33.6% | $156,181-21.5% | $67,986+80.4% |
| Participation rate | 97.6% | 65.0%+32.6pp | 78.8%+18.8pp | 57.2%+40.4pp |
| Annual return | 24.93% | 18.14%+6.8pp | 64.87%-39.9pp | 31.67%-6.7pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $343 | $3,949-91.3% | $14,586-97.7% | $3,203-89.3% |