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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 | $91,120+127.3% | $161,149+28.5% | $64,097+223.1% |
| Participation rate | 99.2% | 62.2%+37.0pp | 78.8%+20.3pp | 55.2%+44.0pp |
| Annual return | 18.63% | 17.95%+0.7pp | 21.16%-2.5pp | 34.64%-16.0pp |
| Employer contribution / active EE | $11,659 | $2,284+410.4% | $4,360+167.4% | $1,891+516.4% |
| Participant deferral / active EE | $0 | $3,708-100.0% | $6,153-100.0% | $3,080-100.0% |
| Admin fee / account holder | $101 | $4,535-97.8% | $15,194-99.3% | $3,454-97.1% |