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+ years Service code 15 · EIN 20-5396546 3701 E. EVERGREEN, SUITE 600 · APPLETON, WI 54913 | Recordkeeping | $26,607 |
ACCLARO VALUATION ADVISORS1+ years Filed as: ACCLARO VALUATION Service code 34 · EIN 46-0553969 14344 Y STREET · OMAHA, NE 68137 | Valuation (appraisals, etc.) | $8,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,902 | $56,200-68.1% | $67,653-73.5% | $59,633-70.0% |
| Participation rate | 98.7% | 71.5%+27.2pp | 75.7%+23.0pp | 68.7%+30.0pp |
| Annual return | -8.32% | 18506.71%-18515.0pp | 6625.22%-6633.5pp | 2041.40%-2049.7pp |
| Employer contribution / active EE | $4,389 | $1,615+171.8% | $2,266+93.7% | $2,203+99.2% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $346 | $3,959-91.3% | $4,821-92.8% | $4,297-92.0% |