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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Recordkeeping and information managem... | $66,220 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $23,690 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,467 | $83,023-76.6% | $102,437-81.0% | $77,762-75.0% |
| Participation rate | 84.1% | 71.5%+12.6pp | 74.5%+9.6pp | 70.6%+13.5pp |
| Annual return | 13.32% | 19.12%-5.8pp | 24.95%-11.6pp | 31.27%-17.9pp |
| Employer contribution / active EE | $322 | $3,552-90.9% | $3,871-91.7% | $2,728-88.2% |
| Participant deferral / active EE | $4,597 | $4,110+11.9% | $5,060-9.2% | $4,651-1.2% |
| Admin fee / account holder | $111 | $639-82.6% | $8,388-98.7% | $433-74.3% |