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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $51,340 |
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 | $42,557 | $47,977-11.3% | $154,108-72.4% | $56,289-24.4% |
| Participation rate | 97.9% | 66.2%+31.8pp | 83.0%+14.9pp | 69.9%+28.1pp |
| Annual return | -3.40% | 3.54%-6.9pp | 735.21%-738.6pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,568 | $2,169+18.4% | $5,298-51.5% | $2,111+21.6% |
| Participant deferral / active EE | $2,145 | $2,392-10.3% | $5,081-57.8% | $3,350-36.0% |
| Admin fee / account holder | $213 | $438-51.4% | $13,411-98.4% | $521-59.1% |