Filed December 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC3 years Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPETON, WI 54913 | Recordkeeping | $25,489 |
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 20 · EIN 26-0225450 1841 N RIVERWALK WAY · MILWAUKEE, WI 53212 | Trustee (individual) | $18,000 |
WIPFLI LLP3 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 2501 WEST BELTLINE HWY · MADISON, WI 53713 | Accounting | $14,498 |
ESI3 years Filed as: ESI EQUITY, INC. Service code 34 · EIN 39-1763393 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $12,000 |
FOLEY & LARDNER LLP1 year Service code 31 · EIN 39-0473800 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Named fiduciary | $5,604 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,497 | $185,342-83.0% | $111,319-71.7% | $86,828-63.7% |
| Participation rate | 99.6% | 81.0%+18.6pp | 77.3%+22.3pp | 72.3%+27.3pp |
| Annual return | -11.56% | 500.80%-512.4pp | 54.68%-66.2pp | 97.95%-109.5pp |
| Employer contribution / active EE | $1,486 | $2,246-33.9% | $2,732-45.6% | $2,406-38.3% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $83 | $255-67.6% | $7,966-99.0% | $170-51.2% |