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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $202,485 |
WIPFLI LLP5+ years Service code 10 · EIN 39-0758449 | Accounting | $7,200 |
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 | $102,379 | $74,347+37.7% | $93,621+9.4% | $67,582+51.5% |
| Participation rate | 55.3% | 80.6%-25.3pp | 75.8%-20.6pp | 71.3%-16.0pp |
| Annual return | 23.42% | 28.07%-4.7pp | 32.76%-9.3pp | 378.57%-355.2pp |
| Employer contribution / active EE | $1,497 | $2,583-42.0% | $2,719-44.9% | $2,148-30.3% |
| Participant deferral / active EE | $2,815 | $4,060-30.7% | $4,070-30.8% | $3,539-20.5% |
| Admin fee / account holder | $352 | $123+187.3% | $7,890-95.5% | $142+147.7% |