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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $163,332 |
WIPFLI LLP2+ years Service code 10 · EIN 39-0758449 | Accounting | $6,606 |
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 | $81,400 | $107,378-24.2% | $108,582-25.0% | $57,658+41.2% |
| Participation rate | 61.3% | 77.1%-15.8pp | 79.6%-18.2pp | 70.2%-8.9pp |
| Annual return | 9.45% | 12.80%-3.3pp | -51.70%+61.1pp | 5.13%+4.3pp |
| Employer contribution / active EE | $1,534 | $1,782-13.9% | $3,758-59.2% | $1,974-22.3% |
| Participant deferral / active EE | $2,808 | $3,221-12.8% | $4,311-34.9% | $3,061-8.3% |
| Admin fee / account holder | $296 | $108+172.9% | $7,645-96.1% | $95+213.2% |