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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $224,745 |
WIPFLI LLP11+ years Service code 10 · EIN 39-0758449 | Accounting | $10,865 |
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 | $183,554 | $110,675+65.8% | $115,599+58.8% | $71,012+158.5% |
| Participation rate | 50.2% | 77.3%-27.2pp | 74.3%-24.1pp | 58.6%-8.4pp |
| Annual return | 14.75% | 14.15%+0.6pp | 111.10%-96.3pp | 37.67%-22.9pp |
| Employer contribution / active EE | $1,852 | $3,949-53.1% | $2,955-37.3% | $2,348-21.1% |
| Participant deferral / active EE | $3,629 | $4,947-26.6% | $4,889-25.8% | $3,246+11.8% |
| Admin fee / account holder | $478 | $775-38.4% | $12,841-96.3% | $1,167-59.1% |