Filed February 20, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $37,367 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,796 | $58,895-30.7% | $178,503-77.1% | $73,497-44.5% |
| Participation rate | 95.8% | 66.2%+29.6pp | 81.9%+13.9pp | 70.7%+25.1pp |
| Annual return | 19.56% | 24.86%-5.3pp | 151.12%-131.6pp | 28.51%-9.0pp |
| Employer contribution / active EE | $1,500 | $2,236-32.9% | $5,011-70.1% | $2,270-33.9% |
| Participant deferral / active EE | $3,309 | $2,567+28.9% | $5,202-36.4% | $3,740-11.5% |
| Admin fee / account holder | $135 | $400-66.2% | $13,987-99.0% | $513-73.6% |