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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $51,148 |
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 | $30,027 | $73,102-58.9% | $123,552-75.7% | $56,287-46.7% |
| Participation rate | 88.8% | 74.3%+14.5pp | 82.3%+6.5pp | 69.9%+18.9pp |
| Annual return | -3.00% | 3.01%-6.0pp | 119.20%-122.2pp | -9.96%+7.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,959 | $5,423-8.5% | $6,426-22.8% | $3,350+48.1% |
| Admin fee / account holder | $225 | $554-59.3% | $9,285-97.6% | $521-56.7% |