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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 | $88,087+75.0% | $164,866-6.5% | $74,546+106.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 5.49% | 17.27%-11.8pp | 69.97%-64.5pp | 1366.03%-1360.5pp |
| Employer contribution / active EE | $11,639 | $2,595+348.4% | $4,343+168.0% | $2,624+343.5% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $109 | $2,232-95.1% | $12,689-99.1% | $1,944-94.4% |