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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC2 years Filed as: ESOP PARTNERS, INC Service code 15 · EIN 20-5396546 3601 E EVERGREEN DR SUITE 200 · APPLETON, WI 54913 | Recordkeeping | $33,071 |
Service code 29 150 WEST FLAGLER STREET · MIAMI, FL 33130 | Legal | $24,500 |
ENTERPRISE BANK & TRUST1 year Service code 21 · EIN 43-1472619 150 N MERAMEC AVE · CLAYTON, MO 63105 | Bank Trustee | $15,000 |
MERCER4 years Filed as: MERCER CAPITAL MANAGEMENT, INC. Service code 34 5100 POPLAR AVENUE, SUITE 2600 · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $12,100 |
THE WHITLOCK COMPANY4 years Filed as: THE WHITLOCK COMPANY, LLP Service code 10 · EIN 43-1365401 3271 E BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $6,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,451 | $122,042+20.0% | $184,243-20.5% | $74,429+96.8% |
| Participation rate | 99.5% | 85.5%+14.1pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 23.46% | 19.91%+3.5pp | 28.82%-5.4pp | 1368.38%-1344.9pp |
| Employer contribution / active EE | $5,456 | $4,538+20.2% | $6,427-15.1% | $2,625+107.9% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $368 | $1,252-70.6% | $13,914-97.4% | $1,944-81.1% |