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| Provider | Service type | Compensation |
|---|---|---|
ENTERPRISE BANK & TRUST4 years Filed as: ENTERPRISE SERVICES DBA ESI EQUITY Service code 34 · EIN 39-1763393 | Valuation (appraisals, etc.) | $10,100 |
WIPFLI LLP3 years Service code 13 · EIN 39-0758449 | Contract Administrator | $7,372 |
HAWKINS ASH CPAS4 years Filed as: HAWKINS ASH CPAS LLP Service code 10 · EIN 39-0912608 | Accounting | $7,000 |
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 | $46,061 | $93,182-50.6% | $146,647-68.6% | $79,389-42.0% |
| Participation rate | 97.4% | 76.4%+20.9pp | 80.1%+17.3pp | 70.7%+26.7pp |
| Annual return | 62.91% | 21.61%+41.3pp | 22.75%+40.2pp | 116.89%-54.0pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $184 | $585-68.6% | $10,281-98.2% | $626-70.6% |