Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC2 years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Recordkeeping | $31,424 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 C/O CONDUENT · SPRINGFIELD, MA 01102 | Advisory (Plan) | $13,608 |
Filed as: BLUE & CO LLC FEE Service code 10 12800 N. MERIDIAN ST. · CARMEL, IN 46032 | Accounting | $7,550 |
WILMINGTON TRUST2 years Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 49 · EIN 33-6134835 5500 GROSSMONT CENTER DRIVE · LA MESA, CA 91942 | Other Services | $7,550 |
KP LYNCH CPA PC2 years Filed as: LYNCH, COX, GILMAN, & GOODMAN Service code 29 500 W JEFFERSON ST · LOUISVILLE, KY 40202 | Legal | $5,110 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,009 | $90,614-96.7% | $76,089-96.0% | $145,877-97.9% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 3.84% | 623.80%-620.0pp | 360.94%-357.1pp | 551.28%-547.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $312 | $8,376-96.3% | $6,418-95.1% | $13,402-97.7% |