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| Provider | Service type | Compensation |
|---|---|---|
ENTERPRISE BANK & TRUST3 years Filed as: ENTERPRISE SERVICES DBA ESI EQUITY Service code 34 · EIN 39-1763393 | Valuation (appraisals, etc.) | $9,600 |
WIPFLI LLP2 years Service code 13 · EIN 39-0758449 | Contract Administrator | $9,295 |
HAWKINS ASH CPAS3 years Filed as: HAWKINS ASH CPAS LLP Service code 10 · EIN 39-0912608 | Accounting | $6,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,251 | $81,494-64.1% | $133,978-78.2% | $73,497-60.2% |
| Participation rate | 96.5% | 76.4%+20.1pp | 79.8%+16.6pp | 70.7%+25.8pp |
| Annual return | 29.03% | 19.40%+9.6pp | 45.10%-16.1pp | 28.51%+0.5pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $173 | $713-75.7% | $8,930-98.1% | $513-66.3% |