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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS, INC. Service code 15 · EIN 20-5396546 PO BOX 1773 · APPLETON, WI 54912 | Recordkeeping | $17,982 |
ENTERPRISE BANK & TRUST1 year Filed as: ENTERPRISE SERVICES, INC Service code 34 · EIN 39-1763393 ESI EQUITY · WAUKESHA, WI 531881138 | Direct payment from the plan; Valuati... | $11,550 |
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 25 · EIN 26-0225450 7433 N. BEACH COURT · FOX POINT, WI 53217 | Directed Trustee | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,196 | $88,186+74.9% | $165,071-6.6% | $74,459+107.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 5.49% | 17.13%-11.6pp | 70.17%-64.7pp | 1369.70%-1364.2pp |
| Employer contribution / active EE | $11,639 | $2,600+347.6% | $4,347+167.7% | $2,626+343.2% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $109 | $2,234-95.1% | $12,695-99.1% | $1,945-94.4% |