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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY4 years Service code 15 · EIN 30-0219031 | Recordkeeping | $32,552 |
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 | $123,105 | $80,781+52.4% | $102,437+20.2% | $74,478+65.3% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 18.66% | 27.58%-8.9pp | 24.95%-6.3pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $4,509 | $3,160+42.7% | $3,871+16.5% | $2,626+71.7% |
| Participant deferral / active EE | $8,951 | $3,862+131.8% | $5,060+76.9% | $4,350+105.8% |
| Admin fee / account holder | $223 | $2,372-90.6% | $8,388-97.3% | $1,946-88.5% |