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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $234,876 |
ALPHA INVESTMENT CONSULTING GROUP10+ years Filed as: ALPHA INVESTMENT CONSULTING Service code 26 · EIN 39-1859759 | Advisory (Participants) | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,145 | $112,582-38.6% | $105,624-34.5% | $200,096-65.4% |
| Participation rate | 99.5% | 86.3%+13.2pp | 75.3%+24.2pp | 72.0%+27.4pp |
| Annual return | 11.27% | 15.58%-4.3pp | 116.20%-104.9pp | 34.26%-23.0pp |
| Employer contribution / active EE | $2,974 | $4,580-35.1% | $3,168-6.1% | $3,038-2.1% |
| Participant deferral / active EE | $0 | $6,655-100.0% | $5,013-100.0% | $5,090-100.0% |
| Admin fee / account holder | $141 | $107+32.1% | $10,961-98.7% | $269-47.5% |