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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $52,946 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,013 | $52,967-24.5% | $172,753-76.8% | $65,186-38.6% |
| Participation rate | 88.8% | 66.2%+22.6pp | 82.6%+6.2pp | 70.2%+18.6pp |
| Annual return | 21.04% | 30.12%-9.1pp | 803.00%-782.0pp | 29.39%-8.3pp |
| Employer contribution / active EE | $2,004 | $2,190-8.5% | $5,144-61.0% | $2,177-7.9% |
| Participant deferral / active EE | $2,076 | $2,471-16.0% | $5,198-60.1% | $3,514-40.9% |
| Admin fee / account holder | $197 | $472-58.3% | $13,956-98.6% | $847-76.8% |