Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $3,246 |
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 | $75,312 | $46,722+61.2% | $130,660-42.4% | $65,185+15.5% |
| Participation rate | 82.5% | 60.9%+21.5pp | 71.7%+10.7pp | 70.2%+12.3pp |
| Annual return | 23.36% | 24.17%-0.8pp | 1709.29%-1685.9pp | 29.38%-6.0pp |
| Employer contribution / active EE | $2,008 | $1,488+35.0% | $4,092-50.9% | $2,177-7.7% |
| Participant deferral / active EE | $3,317 | $2,545+30.3% | $3,603-7.9% | $3,514-5.6% |
| Admin fee / account holder | $20 | $453-95.6% | $5,463-99.6% | $847-97.6% |