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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC3 years Filed as: ESOP PARTNERS Service code 14 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Plan Administrator | $65,449 |
Service code 10 · EIN 95-0858589 579 AUTO CENTER DRIVE · WATSONVILLE, CA 95076 | Accounting | $17,850 |
PENCHECKS3 years Service code 50 80 MESA BOULEVARD, SUITE 100 · LA MESA, CA 91942 | Direct Payment | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $8,977 | $37,463-76.0% | $77,096-88.4% | $66,938-86.6% |
| Participation rate | 96.4% | 52.9%+43.4pp | 67.9%+28.4pp | 69.8%+26.5pp |
| Annual return | -13.17% | -3.25%-9.9pp | 42.35%-55.5pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,951 | $1,535+27.1% | $2,814-30.7% | $2,545-23.3% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,429-100.0% | $4,238-100.0% |
| Admin fee / account holder | $439 | $568-22.7% | $5,428-91.9% | $594-26.1% |