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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $21,905 |
LPL FINANCIAL2 years Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $13,489 |
Participant 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.)
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 | $43,607 | $89,367-51.2% | $141,191-69.1% | $72,975-40.2% |
| Participation rate | 74.0% | 75.1%-1.2pp | 82.5%-8.5pp | 69.5%+4.5pp |
| Annual return | 21.65% | 111.87%-90.2pp | 71.41%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $777 | $3,115-75.0% | $4,736-83.6% | $2,440-68.1% |
| Participant deferral / active EE | $1,926 | $5,419-64.5% | $6,710-71.3% | $3,608-46.6% |
| Admin fee / account holder | $361 | $5,957-93.9% | $10,264-96.5% | $5,124-93.0% |