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| 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 | $39,624 |
Filed as: BLUE & CO LLC FEE Service code 10 12800 N. MERIDIAN ST. · CARMEL, IN 46032 | Accounting | $38,221 |
Service code 35 · EIN 82-1297296 4701 EAST AVE · WEST PALM BEACH, FL 33407 | Employee (plan sponsor) | $6,193 |
WILMINGTON TRUST3 years Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 49 · EIN 33-6134835 5500 GROSSMONT CENTER DRIVE · LA MESA, CA 91942 | Other Services | $5,285 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,733-100.0% | $92,985-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 74.6%-74.6pp | 69.5%-69.5pp | 80.7%-80.7pp |
| Annual return | -14.98% | 30.39%-45.4pp | 27.99%-43.0pp | 172.34%-187.3pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |