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 Service code 15 · EIN 20-5396546 3601 E EVERGREEN DR SUITE 200 · APPLETON, WI 54913 | Recordkeeping | $30,351 |
THE WHITLOCK COMPANY2 years Filed as: THE WHITLOCK COMPANY, LLP Service code 10 · EIN 43-1365401 3271 E BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $12,000 |
MERCER2 years Filed as: MERCER CAPITAL MANAGEMENT, INC. Service code 34 5100 POPLAR AVENUE, SUITE 2600 · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $9,550 |
Service code 20 150 WEST FLAGLER STREET SUITE 2200 · MIAMI, FL 33130 | Trustee (individual) | $5,438 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,166 | $102,661+45.3% | $151,639-1.6% | $66,938+122.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 13.73% | -10.81%+24.5pp | 3.34%+10.4pp | 1.58%+12.1pp |
| Employer contribution / active EE | $5,368 | $4,184+28.3% | $6,165-12.9% | $2,545+110.9% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $246 | $630-61.0% | $11,613-97.9% | $594-58.5% |