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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC2 years Filed as: ESOP PARTNERS, LLC Service code 15 · EIN 20-5396546 3701 E. EVERGREEN DR · APPLETON, WI 54913 | Recordkeeping | $18,450 |
JOHANSON & YAU3+ years Service code 10 · EIN 94-2702860 160 W. SANTA CLARA #900 · SAN JOSE, CA 95133 | Accounting | $11,000 |
ABBOTT, STRINGHAM & LYNCH2 years Service code 34 · EIN 77-0051130 1530 MERIDIAN AVE · SAN JOES, CA 95125 | Valuation (appraisals, etc.) | $6,500 |
SHANNON & SNYDER3+ years Service code 10 · EIN 77-0360232 650 N. WINCHESTER BLVD. #6 · SAN JOSE, CA 95128 | Accounting | $6,115 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,248 | $66,302-71.0% | $110,243-82.5% | $56,289-65.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 0.12% | -1.18%+1.3pp | 314.76%-314.6pp | -9.96%+10.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $181 | $698-74.2% | $8,548-97.9% | $521-65.3% |