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 LLC1 year Filed as: ESOP PARTNERS, INC Service code 15 · EIN 20-5396546 3601 E EVERGREEN DR SUITE 200 · APPLETON, WI 54913 | Recordkeeping | $25,218 |
THE WHITLOCK COMPANY3 years Filed as: THE WHITLOCK COMPANY, LLP Service code 10 · EIN 43-1365401 3271 E BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $20,700 |
MERCER3 years Filed as: MERCER CAPITAL MANAGEMENT, INC. Service code 34 5100 POPLAR AVENUE, SUITE 2600 · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $11,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,836 | $130,294+1.2% | $170,043-22.5% | $71,511+84.4% |
| Participation rate | 99.0% | 86.2%+12.9pp | 87.0%+12.0pp | 67.9%+31.1pp |
| Annual return | -4.08% | 20.36%-24.4pp | 53.40%-57.5pp | 28.86%-32.9pp |
| Employer contribution / active EE | $5,367 | $4,385+22.4% | $6,790-21.0% | $2,589+107.3% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $278 | $966-71.2% | $12,824-97.8% | $1,588-82.5% |