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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $203,742 |
WIPFLI LLP4+ years Service code 10 · EIN 39-0758449 | Accounting | $19,525 |
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 | $89,218 | $65,223+36.8% | $80,022+11.5% | $55,725+60.1% |
| Participation rate | 60.0% | 80.6%-20.5pp | 75.8%-15.8pp | 70.9%-10.8pp |
| Annual return | -5.32% | 7.59%-12.9pp | 11.22%-16.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,569 | $2,544-38.3% | $2,468-36.4% | $2,078-24.5% |
| Participant deferral / active EE | $2,903 | $3,881-25.2% | $3,686-21.2% | $3,356-13.5% |
| Admin fee / account holder | $385 | $114+237.1% | $6,521-94.1% | $115+234.2% |