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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $28,763 |
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 | $76,232 | $42,546+79.2% | $71,796+6.2% | $55,167+38.2% |
| Participation rate | 94.5% | 59.1%+35.4pp | 69.1%+25.4pp | 69.0%+25.5pp |
| Annual return | 7.02% | 12.36%-5.3pp | 78.04%-71.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $4,937 | $803+514.6% | $1,924+156.6% | $1,963+151.6% |
| Participant deferral / active EE | $3,818 | $2,064+84.9% | $2,794+36.6% | $3,054+25.0% |
| Admin fee / account holder | $246 | $650-62.2% | $4,815-94.9% | $504-51.2% |