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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $242,147 |
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 | $68,420 | $96,403-29.0% | $93,621-26.9% | $77,775-12.0% |
| Participation rate | 99.6% | 87.6%+12.0pp | 75.8%+23.8pp | 73.2%+26.4pp |
| Annual return | 20.21% | 39.36%-19.1pp | 32.76%-12.5pp | 32.58%-12.4pp |
| Employer contribution / active EE | $3,895 | $3,616+7.7% | $2,719+43.3% | $2,504+55.5% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,070-100.0% | $3,966-100.0% |
| Admin fee / account holder | $176 | $90+96.1% | $7,890-97.8% | $100+75.4% |