Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $33,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,187 | $46,173-43.3% | $170,435-84.6% | $69,631-62.4% |
| Participation rate | 42.2% | 63.9%-21.7pp | 83.6%-41.4pp | 70.7%-28.4pp |
| Annual return | 16.93% | 21.62%-4.7pp | 205.94%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $707 | $1,610-56.0% | $5,432-87.0% | $2,032-65.2% |
| Participant deferral / active EE | $1,191 | $2,080-42.7% | $4,939-75.9% | $3,224-63.0% |
| Admin fee / account holder | $182 | $116+56.5% | $13,881-98.7% | $110+64.3% |