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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $3,406 |
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 | $65,550 | $37,134+76.5% | $100,671-34.9% | $52,331+25.3% |
| Participation rate | 92.7% | 57.7%+35.0pp | 70.7%+22.0pp | 68.1%+24.6pp |
| Annual return | -0.80% | 0.10%-0.9pp | 20.43%-21.2pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,929 | $1,187+62.5% | $4,012-51.9% | $1,882+2.5% |
| Participant deferral / active EE | $3,698 | $2,163+70.9% | $3,144+17.6% | $3,022+22.4% |
| Admin fee / account holder | $20 | $467-95.7% | $4,850-99.6% | $592-96.6% |