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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $237,781 |
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 | $65,670 | $90,410-27.4% | $91,004-27.8% | $77,958-15.8% |
| Participation rate | 99.8% | 86.4%+13.4pp | 75.6%+24.2pp | 71.6%+28.1pp |
| Annual return | 15.67% | 21.34%-5.7pp | 4.60%+11.1pp | 20.87%-5.2pp |
| Employer contribution / active EE | $4,259 | $3,392+25.6% | $2,456+73.4% | $2,310+84.3% |
| Participant deferral / active EE | $0 | $4,816-100.0% | $3,548-100.0% | $3,537-100.0% |
| Admin fee / account holder | $183 | $79+131.5% | $5,417-96.6% | $97+87.6% |