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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 | $94,699+118.7% | $185,441+11.7% | $65,306+217.1% |
| Participation rate | 99.2% | 64.2%+34.9pp | 80.3%+18.9pp | 57.7%+41.5pp |
| Annual return | 18.63% | 16.71%+1.9pp | 20.16%-1.5pp | 21.94%-3.3pp |
| Employer contribution / active EE | $11,659 | $2,381+389.6% | $4,672+149.5% | $1,967+492.6% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $6,152-100.0% | $2,959-100.0% |
| Admin fee / account holder | $101 | $4,797-97.9% | $17,890-99.4% | $3,480-97.1% |