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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $44,995 |
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 | $30,777 | $80,753-61.9% | $136,298-77.4% | $62,293-50.6% |
| Participation rate | 87.6% | 73.5%+14.1pp | 81.9%+5.7pp | 69.5%+18.1pp |
| Annual return | 17.48% | 35.83%-18.4pp | 5156.27%-5138.8pp | 28.90%-11.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,922 | $5,164-4.7% | $6,247-21.2% | $3,169+55.3% |
| Admin fee / account holder | $216 | $525-58.8% | $9,244-97.7% | $479-54.9% |