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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $198,691 |
Filed as: ALPHA INVESTMENT CONSULTING Service code 26 · EIN 39-1859759 | Advisory (Participants) | $25,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,257 | $136,266-60.9% | $90,767-41.3% | $77,906-31.6% |
| Participation rate | 99.7% | 86.6%+13.1pp | 75.7%+24.0pp | 73.7%+26.0pp |
| Annual return | -14.31% | -11.32%-3.0pp | -12.16%-2.2pp | 12.16%-26.5pp |
| Employer contribution / active EE | $3,752 | $4,215-11.0% | $2,922+28.4% | $2,846+31.8% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,565-100.0% | $4,805-100.0% |
| Admin fee / account holder | $114 | $399-71.5% | $8,445-98.7% | $133-14.3% |