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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $40,865 |
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 | $37,113 | $46,732-20.6% | $156,551-76.3% | $55,167-32.7% |
| Participation rate | 97.7% | 65.8%+31.9pp | 84.0%+13.7pp | 69.0%+28.7pp |
| Annual return | 6.85% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,430 | $2,105-32.1% | $5,501-74.0% | $1,963-27.2% |
| Participant deferral / active EE | $1,644 | $2,204-25.4% | $4,871-66.3% | $3,054-46.2% |
| Admin fee / account holder | $188 | $418-55.0% | $13,028-98.6% | $504-62.6% |