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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $7,549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,587 | $45,602+85.5% | $117,533-28.0% | $66,938+26.4% |
| Participation rate | 64.1% | 57.6%+6.5pp | 70.6%-6.5pp | 69.8%-5.7pp |
| Annual return | -17.54% | -16.74%-0.8pp | 29.77%-47.3pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,055 | $1,579-33.2% | $4,179-74.8% | $2,545-58.6% |
| Participant deferral / active EE | $3,160 | $2,845+11.1% | $4,072-22.4% | $4,238-25.4% |
| Admin fee / account holder | $54 | $661-91.8% | $5,647-99.0% | $594-90.8% |