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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS Service code 14 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Plan Administrator | $61,680 |
PENCHECKS1 year Service code 50 8580 MESA BOULEVAD, SUITE 100 · LA MESA, CA 91942 | Direct Payment | $13,020 |
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.
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 | $1,720 | $43,133-96.0% | $89,435-98.1% | $73,497-97.7% |
| Participation rate | 97.8% | 55.0%+42.8pp | 68.0%+29.8pp | 70.7%+27.1pp |
| Annual return | 5.49% | 135.66%-130.2pp | 245.55%-240.1pp | 28.51%-23.0pp |
| Employer contribution / active EE | $1,656 | $1,438+15.2% | $2,587-36.0% | $2,270-27.0% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $52 | $444-88.3% | $4,884-98.9% | $513-89.9% |