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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $110,154 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,257 | $88,890+17.3% | $102,423+1.8% | $77,643+34.3% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.5%+22.4pp | 70.6%+28.3pp |
| Annual return | 10.55% | 24.98%-14.4pp | 29.32%-18.8pp | 31.24%-20.7pp |
| Employer contribution / active EE | $2,084 | $2,698-22.8% | $3,023-31.1% | $2,726-23.6% |
| Participant deferral / active EE | $2,202 | $5,145-57.2% | $5,053-56.4% | $4,647-52.6% |
| Admin fee / account holder | $316 | $235+34.1% | $9,451-96.7% | $430-26.7% |