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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping fees; Custodial (other ... | $57,813 |
FORUSALL, INC.5 years Filed as: FORUSALL, INC Service code 13 · EIN 46-1803145 809 LAUREL STREET # 1328 · SAN CARLOS, CA 94070 | Contract Administrator | $50,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,861 | $129,227-70.7% | $184,260-79.5% | $77,736-51.3% |
| Participation rate | 36.5% | 87.4%-50.9pp | 86.8%-50.4pp | 70.6%-34.1pp |
| Annual return | 10.51% | 33.24%-22.7pp | 28.84%-18.3pp | 31.26%-20.8pp |
| Employer contribution / active EE | $801 | $4,412-81.8% | $6,427-87.5% | $2,728-70.6% |
| Participant deferral / active EE | $1,665 | $7,307-77.2% | $9,133-81.8% | $4,651-64.2% |
| Admin fee / account holder | $261 | $256+2.2% | $13,898-98.1% | $433-39.7% |