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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $38,541 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 14 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Plan Administrator | $18,325 |
Filed as: HTLF RETIREMENT PLAN SERVICES Service code 26 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Advisory (Participants) | $14,189 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,660 | $47,180-30.8% | $149,723-78.2% | $74,473-56.1% |
| Participation rate | 78.5% | 63.4%+15.1pp | 78.8%-0.3pp | 70.7%+7.8pp |
| Annual return | 19.26% | 22.75%-3.5pp | 134.50%-115.2pp | 34.36%-15.1pp |
| Employer contribution / active EE | $1,703 | $1,907-10.7% | $4,821-64.7% | $2,638-35.5% |
| Participant deferral / active EE | $1,741 | $2,730-36.2% | $5,682-69.4% | $4,530-61.6% |
| Admin fee / account holder | $152 | $343-55.6% | $13,215-98.8% | $347-56.1% |