Filed February 21, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $25,721 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,295 | $73,933+3.2% | $96,683-21.1% | $75,163+1.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.04% | 26.70%-13.7pp | 35.69%-22.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,321 | $2,928-20.7% | $3,737-37.9% | $2,670-13.1% |
| Participant deferral / active EE | $3,547 | $3,659-3.1% | $4,878-27.3% | $4,125-14.0% |
| Admin fee / account holder | $332 | $5,216-93.6% | $6,730-95.1% | $5,651-94.1% |