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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $64,086 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,693 | $102,661+34.1% | $151,645-9.2% | $66,949+105.7% |
| Participation rate | 88.0% | 85.5%+2.5pp | 87.5%+0.5pp | 69.8%+18.2pp |
| Annual return | -16.04% | -10.81%-5.2pp | 3.34%-19.4pp | 1.57%-17.6pp |
| Employer contribution / active EE | $4,674 | $4,184+11.7% | $6,165-24.2% | $2,545+83.6% |
| Participant deferral / active EE | $8,727 | $6,645+31.3% | $8,363+4.4% | $4,239+105.9% |
| Admin fee / account holder | $368 | $630-41.6% | $11,614-96.8% | $594-38.0% |