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| Provider | Service type | Compensation |
|---|---|---|
ENTERPRISE BANK & TRUST5 years Filed as: ENTERPRISE SERVICES DBA ESI EQUITY Service code 34 · EIN 39-1763393 | Valuation (appraisals, etc.) | $10,400 |
TRUSTPOINT1 year Service code 19 230 FRONT ST N · LA CROSSE, WI 54601 | Securities Custodian | $10,047 |
WIPFLI LLP4 years Service code 13 · EIN 39-0758449 | Contract Administrator | $9,703 |
HAWKINS ASH CPAS5 years Filed as: HAWKINS ASH CPAS LLP Service code 10 · EIN 39-0912608 | Accounting | $7,400 |
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 | $70,955 | $86,692-18.2% | $119,634-40.7% | $66,949+6.0% |
| Participation rate | 97.8% | 75.6%+22.2pp | 79.3%+18.5pp | 69.8%+27.9pp |
| Annual return | 57.61% | -8.00%+65.6pp | -14.98%+72.6pp | 1.57%+56.0pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $246 | $755-67.4% | $10,329-97.6% | $594-58.6% |