Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,653-43.0% | $147,080-60.6% | $74,459-22.2% |
| Participation rate | 91.1% | 75.6%+15.5pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 14.53% | 8754.98%-8740.4pp | 420.17%-405.6pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,852 | $7,304+7.5% | $8,066-2.7% | $4,350+80.5% |
| Admin fee / account holder | $357 | $1,752-79.6% | $12,989-97.3% | $1,945-81.6% |