Filed February 20, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $44,371 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,608 | $56,540-19.3% | $185,851-75.5% | $86,821-47.5% |
| Participation rate | 95.3% | 65.5%+29.8pp | 81.7%+13.6pp | 72.3%+23.0pp |
| Annual return | 13.91% | 118.20%-104.3pp | 122.11%-108.2pp | 97.94%-84.0pp |
| Employer contribution / active EE | $1,463 | $1,844-20.7% | $5,168-71.7% | $2,406-39.2% |
| Participant deferral / active EE | $3,329 | $2,555+30.3% | $5,569-40.2% | $4,132-19.4% |
| Admin fee / account holder | $156 | $150+4.4% | $16,245-99.0% | $170-7.9% |