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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $71,911 |
Filed as: BOBER, MARKEY & FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $11,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,890 | $71,666-56.9% | $117,861-73.8% | $69,631-55.6% |
| Participation rate | 58.0% | 77.5%-19.5pp | 79.7%-21.6pp | 70.7%-12.7pp |
| Annual return | 15.93% | 18.86%-2.9pp | 335.11%-319.2pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,157 | $1,889-38.8% | $3,786-69.4% | $2,032-43.1% |
| Participant deferral / active EE | $1,833 | $3,340-45.1% | $4,482-59.1% | $3,224-43.1% |
| Admin fee / account holder | $247 | $120+105.0% | $8,021-96.9% | $110+123.3% |