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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $6,145 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,196 | $52,507+73.7% | $129,406-29.5% | $74,478+22.4% |
| Participation rate | 84.1% | 53.9%+30.2pp | 69.6%+14.5pp | 67.2%+16.9pp |
| Annual return | 15.80% | 15.64%+0.2pp | 9468.18%-9452.4pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $2,047 | $1,534+33.5% | $4,155-50.7% | $2,626-22.0% |
| Participant deferral / active EE | $3,599 | $2,801+28.5% | $4,167-13.6% | $4,350-17.3% |
| Admin fee / account holder | $36 | $2,639-98.6% | $7,689-99.5% | $1,946-98.1% |