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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE RIDGE ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN RD STE 102 · CHALOTTESVILLE, VA 22911 | Contract Administrator | $125,528 |
ENTERPRISE BANK & TRUST9 years Filed as: ENTERPRISE SERVICES, INC. Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $27,500 |
VRAKAS S.C.7 years Filed as: VRAKAS CPAS & ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $16,000 |
ESOP PARTNERS LLC6 years Filed as: ESOP PARTNERS, LLC Service code 51 3601 E EVERGREEN DR, SUITE 200 · APPLETON, WI 54913 | Investment Mgmt Fees | $9,472 |
Filed as: REINHART Service code 51 1000 N WATER ST. #1700 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $4,204 |
RSM US LLP10+ years Filed as: RSM MCGLADREY BUSINESS SOLUTIONS Service code 13 · EIN 91-2190307 | Contract Administrator | $4,148 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,184 | $53,259+354.7% | $100,712+140.5% | $100,573+140.8% |
| Participation rate | 95.7% | 66.2%+29.5pp | 69.3%+26.4pp | 70.9%+24.8pp |
| Annual return | 24.14% | 9.92%+14.2pp | 33.27%-9.1pp | 18.89%+5.3pp |
| Employer contribution / active EE | $4,542 | $1,492+204.5% | $2,313+96.4% | $3,763+20.7% |
| Participant deferral / active EE | $0 | $1,977-100.0% | $4,085-100.0% | $4,921-100.0% |
| Admin fee / account holder | $57 | $528-89.2% | $9,256-99.4% | $454-87.4% |