Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $39,051 |
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 | $76,900 | $57,108+34.7% | $94,229-18.4% | $52,331+47.0% |
| Participation rate | 71.7% | 72.9%-1.2pp | 78.8%-7.0pp | 68.1%+3.6pp |
| Annual return | 35.42% | 1.47%+33.9pp | 10.68%+24.7pp | 4.54%+30.9pp |
| Employer contribution / active EE | $871 | $1,735-49.8% | $3,587-75.7% | $1,882-53.7% |
| Participant deferral / active EE | $2,746 | $3,040-9.7% | $4,320-36.4% | $3,022-9.1% |
| Admin fee / account holder | $340 | $546-37.9% | $6,269-94.6% | $592-42.6% |