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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $227,926 |
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 | $69,480 | $105,190-33.9% | $98,920-29.8% | $90,274-23.0% |
| Participation rate | 99.5% | 86.4%+13.2pp | 76.0%+23.5pp | 73.4%+26.2pp |
| Annual return | 13.96% | 18.52%-4.6pp | 196.47%-182.5pp | 53.97%-40.0pp |
| Employer contribution / active EE | $4,158 | $3,831+8.5% | $2,689+54.6% | $2,523+64.8% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,245-100.0% | $4,231-100.0% |
| Admin fee / account holder | $153 | $97+57.3% | $6,643-97.7% | $114+34.2% |