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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $162,270 |
WIPFLI LLP1+ years Service code 10 · EIN 39-0758449 | Accounting | $6,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,542 | $57,096+27.1% | $94,229-23.0% | $55,191+31.4% |
| Participation rate | 55.7% | 75.7%-20.0pp | 78.8%-23.1pp | 69.2%-13.5pp |
| Annual return | -0.61% | 159.65%-160.3pp | 10.68%-11.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $1,320 | $1,708-22.7% | $3,587-63.2% | $1,899-30.5% |
| Participant deferral / active EE | $2,420 | $3,165-23.5% | $4,320-44.0% | $3,046-20.6% |
| Admin fee / account holder | $288 | $89+223.3% | $6,269-95.4% | $91+217.8% |