Filed December 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ESI4 years Filed as: ESI EQUITY, INC. Service code 34 · EIN 39-1763393 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $42,500 |
ESOP PARTNERS LLC4 years Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPETON, WI 54913 | Recordkeeping | $40,457 |
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 20 · EIN 26-0225450 1841 N RIVERWALK WAY · MILWAUKEE, WI 53212 | Trustee (individual) | $18,000 |
WIPFLI LLP4 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 2501 WEST BELTLINE HWY · MADISON, WI 53713 | Accounting | $13,135 |
FOLEY & LARDNER LLP2 years Service code 31 · EIN 39-0473800 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Named fiduciary | $6,703 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,003 | $72,303-54.4% | $86,717-61.9% | $64,829-49.1% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.7pp | 71.5%+27.9pp |
| Annual return | 1.19% | 392.77%-391.6pp | 35.97%-34.8pp | 32.85%-31.7pp |
| Employer contribution / active EE | $1,561 | $2,393-34.8% | $2,837-45.0% | $2,507-37.7% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $127 | $174-27.2% | $7,494-98.3% | $188-32.5% |