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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Direct payment from the plan; Custodi... | $71,425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,085 | $50,820+85.1% | $155,567-39.5% | $77,671+21.1% |
| Participation rate | 80.2% | 63.1%+17.1pp | 78.2%+2.0pp | 70.6%+9.6pp |
| Annual return | 15.75% | 34.85%-19.1pp | 64.74%-49.0pp | 31.21%-15.5pp |
| Employer contribution / active EE | $3,857 | $1,993+93.5% | $4,674-17.5% | $2,726+41.5% |
| Participant deferral / active EE | $3,143 | $2,823+11.3% | $5,628-44.2% | $4,648-32.4% |
| Admin fee / account holder | $155 | $436-64.5% | $15,916-99.0% | $430-64.0% |