Filed February 20, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $46,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,324 | $47,180+2.4% | $149,723-67.7% | $74,473-35.1% |
| Participation rate | 93.3% | 63.4%+29.9pp | 78.8%+14.6pp | 70.7%+22.6pp |
| Annual return | 20.37% | 22.75%-2.4pp | 134.50%-114.1pp | 34.36%-14.0pp |
| Employer contribution / active EE | $1,702 | $1,907-10.8% | $4,821-64.7% | $2,638-35.5% |
| Participant deferral / active EE | $3,989 | $2,730+46.1% | $5,682-29.8% | $4,530-11.9% |
| Admin fee / account holder | $156 | $343-54.5% | $13,215-98.8% | $347-55.0% |