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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $62,253 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,059 | $76,112+27.5% | $96,544+0.5% | $71,529+35.7% |
| Participation rate | 96.1% | 74.4%+21.7pp | 76.0%+20.1pp | 67.9%+28.2pp |
| Annual return | 13.91% | 22.80%-8.9pp | 25.88%-12.0pp | 28.97%-15.1pp |
| Employer contribution / active EE | $1,769 | $2,248-21.3% | $2,966-40.4% | $2,590-31.7% |
| Participant deferral / active EE | $3,947 | $4,217-6.4% | $4,851-18.6% | $4,291-8.0% |
| Admin fee / account holder | $300 | $2,708-88.9% | $8,254-96.4% | $1,588-81.1% |