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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $31,941 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,140 | $51,207-31.4% | $70,565-50.2% | $71,529-50.9% |
| Participation rate | 98.6% | 59.4%+39.2pp | 68.4%+30.2pp | 67.9%+30.6pp |
| Annual return | 14.48% | 42.71%-28.2pp | 32.79%-18.3pp | 28.97%-14.5pp |
| Employer contribution / active EE | $2,642 | $1,795+47.2% | $2,976-11.2% | $2,590+2.0% |
| Participant deferral / active EE | $2,223 | $3,033-26.7% | $4,568-51.3% | $4,291-48.2% |
| Admin fee / account holder | $234 | $2,002-88.3% | $6,430-96.4% | $1,588-85.3% |