Filed February 20, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $34,297 |
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 | $27,316 | $46,360-41.1% | $147,617-81.5% | $52,331-47.8% |
| Participation rate | 98.6% | 64.9%+33.7pp | 84.6%+14.0pp | 68.1%+30.5pp |
| Annual return | 1.59% | 1.62%0pp | 61.98%-60.4pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,047 | $2,126-50.7% | $5,564-81.2% | $1,882-44.3% |
| Participant deferral / active EE | $1,994 | $2,258-11.7% | $4,895-59.3% | $3,022-34.0% |
| Admin fee / account holder | $129 | $766-83.2% | $11,612-98.9% | $592-78.3% |