Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS FIN SQ TREAS INSTRUME Service code 99 200 WEST STREET · NEW YORK, NY 10282 | Other Fees | $10,000 |
Service code 34 200 WEST MADISON STREET · CHICAGO, IL 60606 | Valuation (appraisals, etc.) | $9,372 |
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS Service code 64 3601 E EVERGREEN DR. SUITE 200 · APPLETON, WI 54913 | Recordkeeping Fees | $2,853 |
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 | $132,579 | $81,474+62.7% | $133,971-1.0% | $73,493+80.4% |
| Participation rate | 97.1% | 76.4%+20.8pp | 79.8%+17.3pp | 70.7%+26.5pp |
| Annual return | -2.44% | 19.40%-21.8pp | 45.09%-47.5pp | 28.51%-31.0pp |
| Employer contribution / active EE | $21,136 | $2,209+856.6% | $3,919+439.3% | $2,270+831.1% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $243 | $713-65.9% | $8,929-97.3% | $513-52.7% |