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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $29,018 |
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 | $22,835 | $50,637-54.9% | $86,581-73.6% | $62,293-63.3% |
| Participation rate | 95.4% | 67.9%+27.5pp | 73.5%+21.9pp | 69.5%+25.9pp |
| Annual return | 23.02% | 20.80%+2.2pp | 965.06%-942.0pp | 28.90%-5.9pp |
| Employer contribution / active EE | $915 | $2,075-55.9% | $2,840-67.8% | $2,042-55.2% |
| Participant deferral / active EE | $3,077 | $2,611+17.8% | $3,609-14.7% | $3,169-2.9% |
| Admin fee / account holder | $178 | $413-56.9% | $4,904-96.4% | $479-62.9% |