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, LLC4 years Service code 12 · EIN 83-3455979 | Participant loan processing; Direct p... | $71,425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,085 | $50,860+85.0% | $155,574-39.5% | $77,714+21.1% |
| Participation rate | 80.2% | 63.1%+17.1pp | 78.2%+2.0pp | 70.6%+9.6pp |
| Annual return | 15.75% | 34.86%-19.1pp | 64.87%-49.1pp | 31.26%-15.5pp |
| Employer contribution / active EE | $3,857 | $1,991+93.7% | $4,676-17.5% | $2,727+41.4% |
| Participant deferral / active EE | $3,143 | $2,825+11.3% | $5,629-44.2% | $4,649-32.4% |
| Admin fee / account holder | $155 | $436-64.5% | $15,914-99.0% | $433-64.2% |