Filed March 18, 2025 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $64,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,019 | $121,341+35.2% | $189,545-13.5% | $79,389+106.6% |
| Participation rate | 88.5% | 86.1%+2.4pp | 87.8%+0.7pp | 70.7%+17.8pp |
| Annual return | 12.93% | 21.08%-8.2pp | 555.36%-542.4pp | 116.89%-104.0pp |
| Employer contribution / active EE | $4,374 | $3,915+11.7% | $6,162-29.0% | $2,428+80.2% |
| Participant deferral / active EE | $7,770 | $6,395+21.5% | $8,220-5.5% | $4,046+92.0% |
| Admin fee / account holder | $341 | $651-47.7% | $12,049-97.2% | $626-45.6% |