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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $61,823 |
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 | $76,543 | $83,045-7.8% | $130,026-41.1% | $71,495+7.1% |
| Participation rate | 99.4% | 74.1%+25.2pp | 78.5%+20.9pp | 67.9%+31.4pp |
| Annual return | 21.37% | 20.61%+0.8pp | -137.26%+158.6pp | 28.85%-7.5pp |
| Employer contribution / active EE | $1,519 | $2,623-42.1% | $4,321-64.8% | $2,589-41.3% |
| Participant deferral / active EE | $4,445 | $4,436+0.2% | $5,821-23.6% | $4,291+3.6% |
| Admin fee / account holder | $338 | $1,727-80.4% | $10,608-96.8% | $1,588-78.7% |