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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 | $98,547+110.2% | $216,567-4.4% | $69,733+197.0% |
| Participation rate | 99.2% | 68.4%+30.8pp | 81.6%+17.5pp | 62.5%+36.7pp |
| Annual return | 18.63% | 14.25%+4.4pp | 12.94%+5.7pp | 15.22%+3.4pp |
| Employer contribution / active EE | $11,659 | $2,660+338.3% | $5,216+123.5% | $2,250+418.1% |
| Participant deferral / active EE | $0 | $3,496-100.0% | $6,191-100.0% | $3,054-100.0% |
| Admin fee / account holder | $101 | $4,094-97.5% | $21,981-99.5% | $3,102-96.7% |