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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $36,431 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,872 | $58,275-36.7% | $81,844-54.9% | $80,935-54.4% |
| Participation rate | 98.8% | 63.5%+35.3pp | 72.4%+26.4pp | 67.7%+31.1pp |
| Annual return | 14.30% | 41.82%-27.5pp | 778.87%-764.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,789 | $2,346-23.8% | $2,916-38.7% | $2,757-35.1% |
| Participant deferral / active EE | $4,733 | $3,285+44.1% | $4,323+9.5% | $4,299+10.1% |
| Admin fee / account holder | $289 | $4,749-93.9% | $7,355-96.1% | $6,924-95.8% |