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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP5 years Service code 13 · EIN 39-0758449 | Contract Administrator | $15,223 |
ENTERPRISE BANK & TRUST6 years Filed as: ENTERPRISE SERVICES DBA ESI EQUITY Service code 34 · EIN 39-1763393 | Valuation (appraisals, etc.) | $11,150 |
HAWKINS ASH CPAS6 years Filed as: HAWKINS ASH CPAS LLP Service code 10 · EIN 39-0912608 | Accounting | $7,700 |
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 | $94,656 | $83,090+13.9% | $130,062-27.2% | $71,529+32.3% |
| Participation rate | 98.3% | 74.1%+24.2pp | 78.5%+19.8pp | 67.9%+30.4pp |
| Annual return | 26.43% | 20.61%+5.8pp | -137.37%+163.8pp | 28.97%-2.5pp |
| Employer contribution / active EE | $0 | $2,624-100.0% | $4,322-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $267 | $1,727-84.5% | $10,601-97.5% | $1,588-83.2% |