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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Custodial (other than securities); Cl... | $13,077 |
EBNER FINANCIAL8 years Service code 26 4220 APEX HIGHWAY · DURHAM, NC 27713 | Advisory (Participants) | $11,178 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,281 | $117,895-93.0% | $102,460-91.9% | $145,897-94.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.53% | 31.92%-18.4pp | 29.47%-15.9pp | 552.29%-538.8pp |
| Employer contribution / active EE | $991 | $3,619-72.6% | $3,025-67.2% | $4,663-78.7% |
| Participant deferral / active EE | $2,400 | $5,736-58.2% | $5,056-52.5% | $6,689-64.1% |
| Admin fee / account holder | $233 | $13,353-98.3% | $9,460-97.5% | $13,390-98.3% |