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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $8,113 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,622 | $51,736+82.9% | $120,225-21.3% | $67,986+39.2% |
| Participation rate | 86.9% | 46.1%+40.8pp | 69.6%+17.3pp | 57.2%+29.7pp |
| Annual return | 12.76% | 31.98%-19.2pp | 439.23%-426.5pp | 31.67%-18.9pp |
| Employer contribution / active EE | $1,808 | $1,071+68.7% | $3,475-48.0% | $2,019-10.5% |
| Participant deferral / active EE | $3,131 | $2,206+41.9% | $3,999-21.7% | $3,358-6.8% |
| Admin fee / account holder | $44 | $4,159-99.0% | $5,696-99.2% | $3,203-98.6% |