Filed December 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS, INC. Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPETON, WI 54913 | Recordkeeping | $48,835 |
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 20 · EIN 26-0225450 1841 N RIVERWALK WAY · MILWAUKEE, WI 53212 | Trustee (individual) | $38,000 |
ESI5 years Filed as: ESI EQUITY, INC. Service code 34 · EIN 39-1763393 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $28,500 |
WIPFLI LLP5 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 2501 WEST BELTLINE HWY · MADISON, WI 53713 | Accounting | $16,685 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,551 | $99,212+7.4% | $96,564+10.3% | $74,478+43.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 224.28% | 22.40%+201.9pp | 25.89%+198.4pp | 34.37%+189.9pp |
| Employer contribution / active EE | $1,639 | $2,569-36.2% | $2,967-44.8% | $2,637-37.9% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $138 | $225-38.8% | $8,256-98.3% | $347-60.3% |