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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 71-0294708 | Contract Administrator | $950 |
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,573 | $118,945-31.4% | $115,599-29.4% | $100,573-18.9% |
| Participation rate | 91.0% | 85.7%+5.3pp | 74.3%+16.7pp | 70.9%+20.1pp |
| Annual return | 14.33% | 13.64%+0.7pp | 111.10%-96.8pp | 18.89%-4.6pp |
| Employer contribution / active EE | $0 | $3,798-100.0% | $2,955-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $0 | $6,626-100.0% | $4,889-100.0% | $4,921-100.0% |
| Admin fee / account holder | $183 | $109+67.0% | $12,841-98.6% | $454-59.8% |