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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC3 years Filed as: ESOP PARTNERS, INC Service code 15 · EIN 20-5396546 3601 E EVERGREEN DR SUITE 200 · APPLETON, WI 54913 | Recordkeeping | $22,460 |
THE WHITLOCK COMPANY5 years Filed as: THE WHITLOCK COMPANY, LLP Service code 10 · EIN 43-1365401 3271 E BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $14,800 |
ENTERPRISE BANK & TRUST2 years Service code 21 · EIN 43-1472619 150 N MERAMEC AVE · CLAYTON, MO 63105 | Bank Trustee | $13,199 |
MERCER5 years Filed as: MERCER CAPITAL MANAGEMENT, INC. Service code 34 5100 POPLAR AVENUE, SUITE 2600 · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $12,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,914 | $128,603+25.1% | $197,124-18.4% | $67,986+136.7% |
| Participation rate | 99.5% | 81.7%+17.8pp | 86.7%+12.8pp | 57.2%+42.3pp |
| Annual return | 17.11% | 23.77%-6.7pp | 44.34%-27.2pp | 31.67%-14.6pp |
| Employer contribution / active EE | $5,839 | $4,379+33.3% | $6,227-6.2% | $2,019+189.2% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $250 | $3,035-91.8% | $16,298-98.5% | $3,203-92.2% |