Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $52,819 |
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 | $49,462 | $58,895-16.0% | $178,503-72.3% | $73,497-32.7% |
| Participation rate | 84.0% | 66.2%+17.8pp | 81.9%+2.1pp | 70.7%+13.4pp |
| Annual return | 22.70% | 24.86%-2.2pp | 151.12%-128.4pp | 28.51%-5.8pp |
| Employer contribution / active EE | $2,899 | $2,236+29.6% | $5,011-42.2% | $2,270+27.7% |
| Participant deferral / active EE | $2,193 | $2,567-14.6% | $5,202-57.8% | $3,740-41.4% |
| Admin fee / account holder | $187 | $400-53.2% | $13,987-98.7% | $513-63.5% |