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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $60,882 |
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 | $58,260 | $50,919+14.4% | $155,556-62.5% | $77,762-25.1% |
| Participation rate | 61.4% | 63.1%-1.7pp | 78.2%-16.9pp | 70.6%-9.2pp |
| Annual return | 14.06% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $1,541 | $1,991-22.6% | $4,675-67.0% | $2,728-43.5% |
| Participant deferral / active EE | $3,434 | $2,824+21.6% | $5,631-39.0% | $4,651-26.2% |
| Admin fee / account holder | $74 | $437-83.0% | $15,885-99.5% | $433-82.8% |