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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $215,136 |
WIPFLI LLP10+ years Service code 10 · EIN 39-0758449 | Accounting | $10,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,720 | $92,186+47.2% | $105,624+28.5% | $77,762+74.5% |
| Participation rate | 52.7% | 81.0%-28.4pp | 75.3%-22.6pp | 70.6%-17.9pp |
| Annual return | 16.14% | 17.83%-1.7pp | 116.20%-100.1pp | 31.27%-15.1pp |
| Employer contribution / active EE | $1,828 | $3,376-45.8% | $3,168-42.3% | $2,728-33.0% |
| Participant deferral / active EE | $3,505 | $5,395-35.0% | $5,013-30.1% | $4,651-24.6% |
| Admin fee / account holder | $382 | $219+74.4% | $10,961-96.5% | $433-11.8% |