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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $45,959 |
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 | $47,499 | $55,453-14.3% | $170,435-72.1% | $62,293-23.7% |
| Participation rate | 89.4% | 66.4%+23.0pp | 83.6%+5.8pp | 69.5%+19.8pp |
| Annual return | 22.76% | 21.38%+1.4pp | 205.94%-183.2pp | 28.90%-6.1pp |
| Employer contribution / active EE | $2,025 | $2,164-6.4% | $5,432-62.7% | $2,042-0.8% |
| Participant deferral / active EE | $1,813 | $2,303-21.3% | $4,939-63.3% | $3,169-42.8% |
| Admin fee / account holder | $212 | $455-53.5% | $13,881-98.5% | $479-55.8% |