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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,425 | $44,960-79.0% | $84,966-88.9% | $74,495-87.3% |
| Participation rate | 99.1% | 49.4%+49.8pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | -14.42% | 26.24%-40.7pp | 66.38%-80.8pp | 1364.94%-1379.4pp |
| Employer contribution / active EE | $2,631 | $1,457+80.6% | $2,727-3.5% | $2,623+0.3% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $123 | $2,209-94.4% | $6,149-98.0% | $1,942-93.7% |