Filed November 23, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $64,413 |
ASSOCIATED TRUST COMPANY1+ years Filed as: ASSOCIATED TRUST COMPANY NA Service code 28 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,588 | $60,165-4.3% | $74,184-22.4% | $55,167+4.4% |
| Participation rate | 91.8% | 74.2%+17.6pp | 76.6%+15.2pp | 69.0%+22.8pp |
| Annual return | -1.59% | 10.00%-11.6pp | 17.74%-19.3pp | 169.23%-170.8pp |
| Employer contribution / active EE | $1,313 | $1,600-17.9% | $2,370-44.6% | $1,963-33.1% |
| Participant deferral / active EE | $1,924 | $2,973-35.3% | $3,550-45.8% | $3,054-37.0% |
| Admin fee / account holder | $299 | $419-28.8% | $5,586-94.7% | $504-40.7% |