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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $37,869 |
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 | $21,252 | $44,873-52.6% | $79,476-73.3% | $56,287-62.2% |
| Participation rate | 97.8% | 68.7%+29.1pp | 73.3%+24.5pp | 69.9%+28.0pp |
| Annual return | -1.35% | 0.81%-2.2pp | 718.21%-719.6pp | -9.96%+8.6pp |
| Employer contribution / active EE | $956 | $2,140-55.3% | $2,800-65.9% | $2,111-54.7% |
| Participant deferral / active EE | $3,154 | $2,746+14.8% | $3,704-14.9% | $3,350-5.9% |
| Admin fee / account holder | $215 | $418-48.6% | $5,113-95.8% | $521-58.7% |