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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $19,934 |
BARTON WALTER & KRIER PC1 year Filed as: BARTON, WALTER AND KRIER, PC Service code 10 · EIN 37-1658243 | Accounting | $14,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,410 | $50,643-57.7% | $106,619-79.9% | $55,167-61.2% |
| Participation rate | 47.0% | 65.6%-18.5pp | 78.0%-31.0pp | 69.0%-22.0pp |
| Annual return | 5.06% | 7.02%-2.0pp | 9.42%-4.4pp | 169.23%-164.2pp |
| Employer contribution / active EE | $245 | $1,626-84.9% | $3,947-93.8% | $1,963-87.5% |
| Participant deferral / active EE | $1,244 | $2,208-43.7% | $3,930-68.3% | $3,054-59.3% |
| Admin fee / account holder | $469 | $488-3.9% | $6,418-92.7% | $504-7.0% |