Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $26,603 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,120 | $41,854-61.5% | $73,835-78.2% | $52,331-69.2% |
| Participation rate | 95.1% | 66.2%+28.8pp | 73.4%+21.6pp | 68.1%+27.0pp |
| Annual return | -2.49% | 2.11%-4.6pp | 2268.13%-2270.6pp | 4.54%-7.0pp |
| Employer contribution / active EE | $869 | $1,920-54.7% | $2,788-68.8% | $1,882-53.8% |
| Participant deferral / active EE | $2,728 | $2,498+9.2% | $3,583-23.9% | $3,022-9.7% |
| Admin fee / account holder | $194 | $493-60.6% | $4,880-96.0% | $592-67.2% |