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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $241,433 |
WIPFLI LLP2 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $7,800 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,269 | $93,131+39.9% | $106,554+22.3% | $86,821+50.0% |
| Participation rate | 53.9% | 81.4%-27.5pp | 76.1%-22.2pp | 72.3%-18.4pp |
| Annual return | 14.82% | 19.45%-4.6pp | 26.80%-12.0pp | 97.94%-83.1pp |
| Employer contribution / active EE | $1,710 | $2,895-40.9% | $2,819-39.4% | $2,406-28.9% |
| Participant deferral / active EE | $3,310 | $4,708-29.7% | $4,398-24.7% | $4,132-19.9% |
| Admin fee / account holder | $432 | $145+197.7% | $7,408-94.2% | $170+154.7% |