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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $3,099 |
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 | $58,771 | $44,221+32.9% | $121,220-51.5% | $56,287+4.4% |
| Participation rate | 88.8% | 61.1%+27.7pp | 71.8%+17.0pp | 69.9%+18.9pp |
| Annual return | -3.82% | -3.58%-0.2pp | 16.94%-20.8pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,923 | $1,480+30.0% | $4,023-52.2% | $2,111-8.9% |
| Participant deferral / active EE | $3,354 | $2,521+33.0% | $3,345+0.3% | $3,350+0.1% |
| Admin fee / account holder | $19 | $480-96.0% | $5,021-99.6% | $521-96.4% |