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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $251,461 |
Filed as: ALPHA INVESTMENT CONSULTING Service code 26 · EIN 39-1859759 | Advisory (Participants) | $25,000 |
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 | $57,329 | $81,321-29.5% | $68,509-16.3% | $59,188-3.1% |
| Participation rate | 99.6% | 83.8%+15.8pp | 74.7%+24.9pp | 69.4%+30.2pp |
| Annual return | -0.41% | 4.65%-5.1pp | 8.27%-8.7pp | 5.51%-5.9pp |
| Employer contribution / active EE | $4,082 | $3,297+23.8% | $2,278+79.2% | $2,098+94.6% |
| Participant deferral / active EE | $0 | $4,592-100.0% | $3,382-100.0% | $3,265-100.0% |
| Admin fee / account holder | $207 | $62+234.8% | $5,275-96.1% | $92+124.1% |