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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $110,148 |
Filed as: OLSON THIELEN & CO., LTD. Service code 10 · EIN 41-1360831 | Accounting | $11,960 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,940 | $101,591-43.0% | $147,096-60.6% | $74,429-22.2% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 14.53% | 8746.45%-8731.9pp | 419.75%-405.2pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $7,852 | $7,302+7.5% | $8,071-2.7% | $4,348+80.6% |
| Admin fee / account holder | $357 | $1,750-79.6% | $13,005-97.3% | $1,944-81.6% |