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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 25 · EIN 26-0225450 7433 N. BEACH COURT · FOX POINT, WI 53217 | Directed Trustee | $16,000 |
ESOP PARTNERS LLC2 years Filed as: ESOP PARTNERS, INC. Service code 15 · EIN 20-5396546 PO BOX 1773 · APPLETON, WI 54912 | Recordkeeping | $13,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,096 | $95,904+115.9% | $173,730+19.2% | $64,340+221.9% |
| Participation rate | 99.2% | 60.6%+38.5pp | 79.6%+19.6pp | 55.2%+43.9pp |
| Annual return | 18.63% | 17.47%+1.2pp | 19.96%-1.3pp | 24.14%-5.5pp |
| Employer contribution / active EE | $11,659 | $2,323+402.0% | $4,577+154.7% | $1,862+526.3% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $101 | $5,089-98.0% | $17,523-99.4% | $3,703-97.3% |