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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $12,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,306 | $65,125-88.8% | $143,797-94.9% | $66,949-89.1% |
| Participation rate | 66.9% | 65.2%+1.7pp | 80.3%-13.5pp | 69.8%-3.0pp |
| Annual return | -17.57% | -11.13%-6.4pp | -0.04%-17.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,057 | $2,920-63.8% | $5,638-81.3% | $4,239-75.1% |
| Admin fee / account holder | $71 | $503-85.9% | $14,679-99.5% | $594-88.0% |