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 LLC5 years Filed as: ESOP PARTNERS Service code 14 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Plan Administrator | $21,611 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,425 | $44,984-79.0% | $85,009-88.9% | $74,546-87.4% |
| Participation rate | 99.1% | 49.4%+49.7pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | -14.42% | 26.25%-40.7pp | 66.47%-80.9pp | 1366.03%-1380.5pp |
| Employer contribution / active EE | $2,631 | $1,458+80.5% | $2,728-3.6% | $2,624+0.3% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,522-100.0% | $4,347-100.0% |
| Admin fee / account holder | $123 | $2,208-94.4% | $6,153-98.0% | $1,944-93.7% |