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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC2+ years Service code 15 · EIN 20-5396546 3701 E. EVERGREEN, SUITE 600 · APPLETON, WI 54913 | Recordkeeping | $15,370 |
ACCLARO VALUATION ADVISORS2+ years Filed as: ACCLARO VALUATION Service code 34 · EIN 46-0553969 14344 Y STREET · OMAHA, NE 68137 | Valuation (appraisals, etc.) | $9,000 |
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 | $15,950 | $60,349-73.6% | $74,184-78.5% | $62,881-74.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -23.82% | 21.38%-45.2pp | 17.74%-41.6pp | 20.14%-44.0pp |
| Employer contribution / active EE | $4,441 | $1,680+164.3% | $2,370+87.4% | $2,281+94.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $333 | $4,261-92.2% | $5,586-94.0% | $4,296-92.2% |