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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC4 years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $20,318 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,489 | $73,863-37.1% | $143,797-67.7% | $68,490-32.1% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.2pp |
| Annual return | -13.46% | 0.91%-14.4pp | -0.04%-13.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,231 | $3,185-61.4% | $4,952-75.2% | $2,597-52.6% |
| Participant deferral / active EE | $1,932 | $3,385-42.9% | $5,638-65.7% | $4,028-52.0% |
| Admin fee / account holder | $232 | $5,756-96.0% | $14,679-98.4% | $5,403-95.7% |