Filed July 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $316,479 |
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 | $53,115 | $76,172-30.3% | $81,353-34.7% | $199,960-73.4% |
| Participation rate | 94.6% | 76.2%+18.4pp | 69.5%+25.1pp | 72.0%+22.6pp |
| Annual return | 14.46% | 15.59%-1.1pp | 24.82%-10.4pp | 34.28%-19.8pp |
| Employer contribution / active EE | $2,918 | $2,800+4.2% | $2,464+18.4% | $3,036-3.9% |
| Participant deferral / active EE | $3,846 | $4,200-8.4% | $3,885-1.0% | $5,087-24.4% |
| Admin fee / account holder | $163 | $146+11.9% | $5,766-97.2% | $269-39.3% |