Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $11,778 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,972 | $45,343-75.8% | $150,298-92.7% | $67,986-83.9% |
| Participation rate | 71.0% | 51.9%+19.2pp | 77.8%-6.7pp | 57.2%+13.8pp |
| Annual return | 13.33% | 33.28%-19.9pp | 62.79%-49.5pp | 31.67%-18.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,657 | $2,055-19.4% | $5,453-69.6% | $3,358-50.7% |
| Admin fee / account holder | $63 | $2,250-97.2% | $14,116-99.6% | $3,203-98.0% |