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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $37,211 |
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 | $23,481 | $37,196-36.9% | $154,114-84.8% | $55,725-57.9% |
| Participation rate | 45.7% | 64.1%-18.4pp | 83.0%-37.3pp | 70.9%-25.1pp |
| Annual return | -5.97% | 1319.68%-1325.7pp | 735.16%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $811 | $1,614-49.8% | $5,298-84.7% | $2,078-61.0% |
| Participant deferral / active EE | $1,373 | $2,068-33.6% | $5,081-73.0% | $3,356-59.1% |
| Admin fee / account holder | $188 | $102+85.0% | $13,411-98.6% | $115+63.2% |