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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Recordkeeping | $13,595 |
Service code 27 33 E MAIN ST · MADISON, WI 53703 | Advisory (Plan) | $6,359 |
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 63 · EIN 33-6134835 8580 LA MESA BLVD · LA MESA, CA 91942 | 12b-1 Fees | $5,600 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,894 | $154,467-78.1% | $130,270-74.0% | $139,487-75.7% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.3%-76.3pp | 80.3%-80.3pp |
| Annual return | 22.77% | 30.58%-7.8pp | 38.89%-16.1pp | 373.84%-351.1pp |
| Employer contribution / active EE | $0 | $5,175-100.0% | $4,128-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $8,497-100.0% | $6,797-100.0% | $6,713-100.0% |
| Admin fee / account holder | $206 | $9,222-97.8% | $6,022-96.6% | $11,407-98.2% |