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| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC4 years Filed as: ESOP PARTNERS Service code 14 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Plan Administrator | $19,598 |
HUTCHINSON AND BLOODGOOD LLP2 years Service code 10 · EIN 95-0858589 579 AUTO CENTER DRIVE · WATSONVILLE, CA 95076 | Accounting | $16,500 |
PENCHECKS4 years Service code 50 80 MESA BOULEVARD, SUITE 100 · LA MESA, CA 91942 | Direct Payment | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,279 | $41,150-75.0% | $80,627-87.3% | $71,511-85.6% |
| Participation rate | 100.0% | 50.3%+49.7pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 6.28% | 38.48%-32.2pp | 936.76%-930.5pp | 28.86%-22.6pp |
| Employer contribution / active EE | $1,919 | $1,515+26.6% | $2,723-29.5% | $2,589-25.9% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $220 | $1,841-88.0% | $5,381-95.9% | $1,588-86.1% |