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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $42,870 |
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 | $42,724 | $63,471-32.7% | $68,803-37.9% | $66,949-36.2% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -15.07% | -8.29%-6.8pp | -6.37%-8.7pp | 1.57%-16.6pp |
| Employer contribution / active EE | $3,164 | $1,776+78.1% | $2,656+19.1% | $2,545+24.3% |
| Participant deferral / active EE | $1,840 | $2,946-37.5% | $3,942-53.3% | $4,239-56.6% |
| Admin fee / account holder | $234 | $578-59.5% | $4,936-95.3% | $594-60.6% |