Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $122,063+20.0% | $184,256-20.5% | $74,478+96.6% |
| Participation rate | 99.5% | 85.5%+14.1pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 23.46% | 19.92%+3.5pp | 28.85%-5.4pp | 1370.56%-1347.1pp |
| Employer contribution / active EE | $5,456 | $4,539+20.2% | $6,427-15.1% | $2,626+107.8% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $368 | $1,253-70.6% | $13,899-97.4% | $1,946-81.1% |