Filed February 20, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $55,558 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,131 | $50,860+0.5% | $155,574-67.1% | $77,714-34.2% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 17.92% | 34.86%-16.9pp | 64.87%-46.9pp | 31.26%-13.3pp |
| Employer contribution / active EE | $1,669 | $1,991-16.2% | $4,676-64.3% | $2,727-38.8% |
| Participant deferral / active EE | $3,780 | $2,825+33.8% | $5,629-32.8% | $4,649-18.7% |
| Admin fee / account holder | $165 | $436-62.1% | $15,914-99.0% | $433-61.8% |