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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $29,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,517 | $48,750-25.1% | $88,946-58.9% | $74,304-50.9% |
| Participation rate | 31.0% | 44.5%-13.5pp | 68.8%-37.9pp | 60.3%-29.4pp |
| Annual return | 13.62% | 25.91%-12.3pp | 57.82%-44.2pp | 29.43%-15.8pp |
| Employer contribution / active EE | $242 | $1,255-80.7% | $2,555-90.5% | $2,241-89.2% |
| Participant deferral / active EE | $711 | $2,423-70.7% | $4,581-84.5% | $3,767-81.1% |
| Admin fee / account holder | $298 | $3,756-92.1% | $8,261-96.4% | $2,969-90.0% |