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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $183,336 |
WIPFLI LLP3+ years Service code 10 · EIN 39-0758449 | Accounting | $6,815 |
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.)
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 | $99,331 | $75,284+31.9% | $91,004+9.2% | $69,631+42.7% |
| Participation rate | 58.7% | 80.4%-21.7pp | 75.6%-16.9pp | 70.7%-12.0pp |
| Annual return | 18.50% | 48.40%-29.9pp | 4.60%+13.9pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,593 | $2,473-35.6% | $2,456-35.1% | $2,032-21.6% |
| Participant deferral / active EE | $2,929 | $3,700-20.8% | $3,548-17.5% | $3,224-9.2% |
| Admin fee / account holder | $342 | $111+209.3% | $5,417-93.7% | $110+209.7% |