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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $160,333 |
Filed as: BOBER, MARKEY & FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $8,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,203 | $89,465-43.9% | $164,866-69.5% | $77,671-35.4% |
| Participation rate | 72.5% | 78.6%-6.1pp | 78.6%-6.1pp | 70.6%+2.0pp |
| Annual return | 11.52% | 28.81%-17.3pp | 69.97%-58.4pp | 31.21%-19.7pp |
| Employer contribution / active EE | $2,383 | $2,568-7.2% | $4,343-45.1% | $2,726-12.6% |
| Participant deferral / active EE | $4,082 | $4,897-16.6% | $6,033-32.3% | $4,648-12.2% |
| Admin fee / account holder | $369 | $340+8.6% | $12,689-97.1% | $430-14.3% |