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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $71,218 |
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 | $74,472 | $88,203-15.6% | $165,100-54.9% | $74,4780% |
| Participation rate | 97.9% | 73.1%+24.7pp | 78.6%+19.2pp | 67.2%+30.6pp |
| Annual return | 13.97% | 17.13%-3.2pp | 70.21%-56.2pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $1,418 | $2,601-45.5% | $4,348-67.4% | $2,626-46.0% |
| Participant deferral / active EE | $4,039 | $4,505-10.4% | $6,035-33.1% | $4,350-7.2% |
| Admin fee / account holder | $324 | $2,235-85.5% | $12,696-97.5% | $1,946-83.4% |