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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY9+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $19,664 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,288 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,800 | $47,180-34.7% | $149,723-79.4% | $74,473-58.6% |
| Participation rate | 33.1% | 63.4%-30.3pp | 78.8%-45.6pp | 70.7%-37.6pp |
| Annual return | 17.75% | 22.75%-5.0pp | 134.50%-116.7pp | 34.36%-16.6pp |
| Employer contribution / active EE | $223 | $1,907-88.3% | $4,821-95.4% | $2,638-91.5% |
| Participant deferral / active EE | $1,236 | $2,730-54.7% | $5,682-78.2% | $4,530-72.7% |
| Admin fee / account holder | $170 | $343-50.6% | $13,215-98.7% | $347-51.1% |