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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $27,425 |
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 | $18,781 | $43,423-56.7% | $78,676-76.1% | $55,167-66.0% |
| Participation rate | 94.7% | 68.0%+26.6pp | 73.6%+21.1pp | 69.0%+25.7pp |
| Annual return | 9.78% | 11.53%-1.7pp | 62.19%-52.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $787 | $1,997-60.6% | $2,850-72.4% | $1,963-59.9% |
| Participant deferral / active EE | $2,737 | $2,509+9.1% | $3,517-22.2% | $3,054-10.4% |
| Admin fee / account holder | $187 | $416-55.2% | $4,510-95.9% | $504-63.0% |