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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $8,113 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,622 | $52,581+80.0% | $130,788-27.7% | $64,340+47.1% |
| Participation rate | 86.9% | 46.5%+40.4pp | 70.1%+16.8pp | 55.2%+31.7pp |
| Annual return | 12.76% | 20.39%-7.6pp | 386.44%-373.7pp | 24.14%-11.4pp |
| Employer contribution / active EE | $1,808 | $1,031+75.3% | $3,558-49.2% | $1,862-2.9% |
| Participant deferral / active EE | $3,131 | $2,200+42.3% | $4,137-24.3% | $2,980+5.1% |
| Admin fee / account holder | $44 | $4,583-99.0% | $6,673-99.3% | $3,703-98.8% |