Filed December 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ESI2 years Filed as: ESI EQUITY, INC. Service code 34 · EIN 39-1763393 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $36,500 |
ESOP PARTNERS LLC2 years Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPETON, WI 54913 | Recordkeeping | $33,321 |
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 20 · EIN 26-0225450 1841 N RIVERWALK WAY · MILWAUKEE, WI 53212 | Trustee (individual) | $18,000 |
WIPFLI LLP2 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 2501 WEST BELTLINE HWY · MADISON, WI 53713 | Accounting | $13,850 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,336 | $79,519-56.8% | $95,968-64.2% | $73,415-53.2% |
| Participation rate | 99.6% | 81.2%+18.4pp | 77.1%+22.5pp | 72.2%+27.4pp |
| Annual return | 15.50% | 19.20%-3.7pp | 91.65%-76.2pp | 59.30%-43.8pp |
| Employer contribution / active EE | $1,455 | $2,048-28.9% | $2,542-42.8% | $2,234-34.9% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $98 | $184-47.0% | $6,798-98.6% | $158-38.2% |