Filed February 21, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $35,035 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,615 | $77,670-7.8% | $109,163-34.4% | $79,393-9.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 12.57% | 23.44%-10.9pp | 25.75%-13.2pp | 116.87%-104.3pp |
| Employer contribution / active EE | $1,887 | $2,798-32.6% | $3,723-49.3% | $2,428-22.3% |
| Participant deferral / active EE | $2,593 | $3,518-26.3% | $4,654-44.3% | $4,046-35.9% |
| Admin fee / account holder | $272 | $732-62.9% | $6,754-96.0% | $627-56.7% |