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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $67,994 |
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 | $41,838 | $100,801-58.5% | $149,715-72.1% | $73,412-43.0% |
| Participation rate | 92.2% | 77.7%+14.6pp | 82.5%+9.8pp | 72.2%+20.1pp |
| Annual return | 17.88% | 265.34%-247.5pp | 276.66%-258.8pp | 59.30%-41.4pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,832 | $6,404-8.9% | $6,842-14.8% | $3,806+53.3% |
| Admin fee / account holder | $230 | $181+27.5% | $9,310-97.5% | $158+46.0% |