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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $84,979 |
Filed as: BOBER, MARKEY & FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,508 | $62,267-57.4% | $110,243-76.0% | $55,725-52.4% |
| Participation rate | 63.5% | 78.1%-14.6pp | 79.8%-16.3pp | 70.9%-7.4pp |
| Annual return | -6.81% | -1.07%-5.7pp | 314.76%-321.6pp | 244.93%-251.7pp |
| Employer contribution / active EE | $1,231 | $1,941-36.6% | $3,827-67.8% | $2,078-40.8% |
| Participant deferral / active EE | $1,946 | $3,516-44.7% | $4,672-58.4% | $3,356-42.0% |
| Admin fee / account holder | $244 | $121+101.5% | $8,548-97.1% | $115+111.5% |