Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC3 years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $24,423 |
Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,285 | $95,415-46.3% | $185,851-72.4% | $85,851-40.3% |
| Participation rate | 78.0% | 68.8%+9.3pp | 81.7%-3.7pp | 69.3%+8.7pp |
| Annual return | 10.41% | 23.59%-13.2pp | 122.11%-111.7pp | 318.63%-308.2pp |
| Employer contribution / active EE | $1,214 | $3,314-63.4% | $5,168-76.5% | $2,565-52.7% |
| Participant deferral / active EE | $1,969 | $3,424-42.5% | $5,569-64.6% | $3,952-50.2% |
| Admin fee / account holder | $249 | $7,215-96.5% | $16,245-98.5% | $6,261-96.0% |