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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $216,542 |
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 | $57,898 | $82,279-29.6% | $78,002-25.8% | $63,975-9.5% |
| Participation rate | 99.9% | 84.7%+15.3pp | 75.5%+24.4pp | 71.1%+28.8pp |
| Annual return | 7.03% | 11.20%-4.2pp | 425.99%-419.0pp | 48.65%-41.6pp |
| Employer contribution / active EE | $4,131 | $3,297+25.3% | $2,470+67.2% | $2,182+89.3% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $170 | $81+109.2% | $5,481-96.9% | $70+141.7% |