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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY5+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $28,886 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,617 | $62,928-60.9% | $172,753-85.8% | $67,582-63.6% |
| Participation rate | 34.8% | 64.5%-29.7pp | 82.6%-47.9pp | 71.3%-36.5pp |
| Annual return | 19.08% | 30.36%-11.3pp | 803.00%-783.9pp | 378.57%-359.5pp |
| Employer contribution / active EE | $160 | $1,636-90.2% | $5,144-96.9% | $2,148-92.5% |
| Participant deferral / active EE | $908 | $2,145-57.7% | $5,198-82.5% | $3,539-74.4% |
| Admin fee / account holder | $186 | $167+11.8% | $13,956-98.7% | $142+31.0% |