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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $205,666 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $7,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,294 | $85,135+37.8% | $98,920+18.6% | $73,412+59.8% |
| Participation rate | 54.4% | 81.1%-26.7pp | 76.0%-21.6pp | 72.2%-17.8pp |
| Annual return | 14.42% | 19.14%-4.7pp | 196.47%-182.1pp | 59.30%-44.9pp |
| Employer contribution / active EE | $1,561 | $2,721-42.6% | $2,689-42.0% | $2,234-30.1% |
| Participant deferral / active EE | $2,967 | $4,349-31.8% | $4,245-30.1% | $3,806-22.0% |
| Admin fee / account holder | $356 | $139+156.0% | $6,643-94.6% | $158+125.8% |