Filed February 20, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $33,213 |
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 | $32,284 | $46,732-30.9% | $156,551-79.4% | $55,167-41.5% |
| Participation rate | 97.6% | 65.8%+31.8pp | 84.0%+13.6pp | 69.0%+28.6pp |
| Annual return | 7.70% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,185 | $2,105-43.7% | $5,501-78.5% | $1,963-39.6% |
| Participant deferral / active EE | $2,386 | $2,204+8.2% | $4,871-51.0% | $3,054-21.9% |
| Admin fee / account holder | $131 | $418-68.7% | $13,028-99.0% | $504-74.1% |