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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $22,878 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,697 | $54,368-49.1% | $117,039-76.3% | $62,292-55.5% |
| Participation rate | 49.1% | 64.9%-15.9pp | 77.2%-28.1pp | 69.5%-20.4pp |
| Annual return | 18.06% | 21.77%-3.7pp | 18.95%-0.9pp | 28.90%-10.8pp |
| Employer contribution / active EE | $265 | $1,692-84.4% | $3,785-93.0% | $2,042-87.0% |
| Participant deferral / active EE | $1,382 | $2,269-39.1% | $3,929-64.8% | $3,169-56.4% |
| Admin fee / account holder | $327 | $493-33.8% | $5,974-94.5% | $479-31.8% |