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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $79,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,740 | $46,464+54.4% | $150,298-52.3% | $79,634-9.9% |
| Participation rate | 65.5% | 57.0%+8.6pp | 77.8%-12.2pp | 62.5%+3.0pp |
| Annual return | 16.98% | 27.89%-10.9pp | 62.79%-45.8pp | 36.46%-19.5pp |
| Employer contribution / active EE | $1,765 | $1,512+16.8% | $4,154-57.5% | $2,529-30.2% |
| Participant deferral / active EE | $3,809 | $2,157+76.6% | $5,453-30.1% | $3,835-0.7% |
| Admin fee / account holder | $105 | $891-88.2% | $14,116-99.3% | $1,002-89.5% |