Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC3 years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Recordkeeping | $11,532 |
ACUMEN WEALTH ADVISORS2 years Filed as: ACUMEN ADVISORY SERVICES, LLC Service code 25 PO BOX 386 · MUSKEGO, WI 53150 | Directed Trustee | $5,013 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $182,823-100.0% | $161,596-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 81.5%-81.5pp | 80.7%-80.7pp | 82.4%-82.4pp |
| Annual return | 0.68% | 484.64%-484.0pp | 389.92%-389.2pp | 202.70%-202.0pp |
| Employer contribution / active EE | $0 | $4,109-100.0% | $3,977-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $7,056-100.0% | $6,750-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,687-100.0% | $13,161-100.0% | $19,030-100.0% |