Filed November 14, 2016
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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $51,248 |
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.
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 | $26,792 | $30,599-12.4% | $74,577-64.1% | $57,658-53.5% |
| Participation rate | 58.1% | 49.1%+8.9pp | 68.1%-10.0pp | 70.2%-12.1pp |
| Annual return | -0.62% | 14.24%-14.9pp | 20.47%-21.1pp | 5.13%-5.8pp |
| Employer contribution / active EE | $1,097 | $1,000+9.7% | $2,525-56.5% | $1,974-44.4% |
| Participant deferral / active EE | $1,681 | $1,805-6.9% | $3,458-51.4% | $3,061-45.1% |
| Admin fee / account holder | $191 | $98+94.4% | $4,138-95.4% | $95+101.5% |