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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY10+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $16,773 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,733 | $50,919-25.9% | $155,556-75.7% | $77,762-51.5% |
| Participation rate | 29.8% | 63.1%-33.3pp | 78.2%-48.4pp | 70.6%-40.8pp |
| Annual return | 13.62% | 34.84%-21.2pp | 64.84%-51.2pp | 31.27%-17.6pp |
| Employer contribution / active EE | $223 | $1,991-88.8% | $4,675-95.2% | $2,728-91.8% |
| Participant deferral / active EE | $1,312 | $2,824-53.6% | $5,631-76.7% | $4,651-71.8% |
| Admin fee / account holder | $219 | $437-49.8% | $15,885-98.6% | $433-49.3% |