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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $38,353 |
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 | $24,390 | $75,183-67.6% | $123,894-80.3% | $55,167-55.8% |
| Participation rate | 86.0% | 72.8%+13.2pp | 81.4%+4.6pp | 69.0%+17.0pp |
| Annual return | 7.20% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,499 | $5,084-11.5% | $5,984-24.8% | $3,054+47.3% |
| Admin fee / account holder | $186 | $663-71.9% | $8,357-97.8% | $504-63.1% |