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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY10+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $41,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,266 | $55,446-18.4% | $155,574-70.9% | $74,429-39.2% |
| Participation rate | 41.1% | 61.9%-20.8pp | 78.2%-37.1pp | 67.2%-26.1pp |
| Annual return | 11.70% | 269.20%-257.5pp | 64.87%-53.2pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $584 | $2,266-74.2% | $4,676-87.5% | $2,625-77.7% |
| Participant deferral / active EE | $1,180 | $2,836-58.4% | $5,629-79.0% | $4,348-72.9% |
| Admin fee / account holder | $335 | $1,743-80.8% | $15,914-97.9% | $1,944-82.8% |