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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $24,416 |
Service code 26 · EIN 39-1859759 | Advisory (Participants) | $20,000 |
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 | $0 | $54,320-100.0% | $67,652-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.7%-75.7pp | 68.1%-68.1pp |
| Annual return | -1.31% | 6.81%-8.1pp | 6625.40%-6626.7pp | 4.54%-5.9pp |
| Employer contribution / active EE | $994 | $1,544-35.6% | $2,266-56.1% | $1,882-47.2% |
| Participant deferral / active EE | $3,090 | $2,950+4.7% | $3,560-13.2% | $3,022+2.2% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |