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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $38,382 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,066 | $46,360-13.6% | $147,617-72.9% | $52,331-23.4% |
| Participation rate | 89.7% | 64.9%+24.8pp | 84.6%+5.1pp | 68.1%+21.6pp |
| Annual return | 0.06% | 1.62%-1.6pp | 61.98%-61.9pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,688 | $2,126-20.6% | $5,564-69.7% | $1,882-10.3% |
| Participant deferral / active EE | $2,006 | $2,258-11.2% | $4,895-59.0% | $3,022-33.6% |
| Admin fee / account holder | $200 | $766-73.9% | $11,612-98.3% | $592-66.2% |